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Harbor Investment Advisory’s Edgewell Personal Care EPC Stock Holding History

Harbor Investment Advisory’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-69
Closed -$3K – 1318
2021
Q2 		$3K Hold
69
– – ﹤0.01% 1138
2021
Q1 		$3K Buy
+69
New +$2.39K ﹤0.01% 1118

Other funds holding EPC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Harbor Investment Advisory's EPC Position: Q3 2021 in Review

Harbor Investment Advisory sold out of Edgewell Personal Care (EPC) in Q3 2021, closing a stake of 69 shares — an estimated $3K sold.

Harbor Investment Advisory first reported a position in EPC in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 236 funds tracked by Wall St. Rank hold EPC as of Q3 2021.

  • Harbor Investment Advisory reported no remaining Edgewell Personal Care position as of Q3 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 69 Edgewell Personal Care shares in Q3 2021, an estimated $3K.
  • Harbor Investment Advisory first reported a position in Edgewell Personal Care in Q1 2021 and held it in 2 quarters.
  • Harbor Investment Advisory's Edgewell Personal Care position peaked at $3K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2021.

Based on Harbor Investment Advisory's 13F filing for Q3 2021, filed 12 Oct 2021.