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Harvey Investment Company’s Edgewell Personal Care EPC Stock Holding History

Harvey Investment Company’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
2015
Q3 		– Sell
-2,000
Closed -$263K – 80
2015
Q2 		$263K Sell
2,000
-698
-26% -$72K 0.06% 75
2015
Q1 		$276K Hold
2,698
– – 0.07% 75
2014
Q4 		$257K Hold
2,698
– – 0.06% 77
2014
Q3 		$246K Hold
2,698
– – 0.06% 82
2014
Q2 		$244K Hold
2,698
– – 0.06% 83
2014
Q1 		$201K Hold
2,698
– – 0.05% 86
2013
Q4 		$216K Buy
+2,698
New +$205K 0.06% 83
2013
Q3 		– Sell
-2,698
Closed -$201K – 84
2013
Q2 		$201K Buy
+2,698
New +$196K 0.06% 84

Other funds holding EPC

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MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Harvey Investment Company's EPC Position: Q3 2015 in Review

Harvey Investment Company sold out of Edgewell Personal Care (EPC) in Q3 2015, closing a stake of 2,000 shares — an estimated $263K sold.

Harvey Investment Company first reported a position in EPC in Q2 2013 and held it in 8 quarters. The position peaked at $276K in Q1 2015. 354 funds tracked by Wall St. Rank hold EPC as of Q3 2015.

  • Harvey Investment Company reported no remaining Edgewell Personal Care position as of Q3 2015 after selling out during the quarter.
  • Harvey Investment Company sold 2,000 Edgewell Personal Care shares in Q3 2015, an estimated $263K.
  • Harvey Investment Company first reported a position in Edgewell Personal Care in Q2 2013 and held it in 8 quarters.
  • Harvey Investment Company's Edgewell Personal Care position peaked at $276K in Q1 2015.
  • 354 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2015.

Based on Harvey Investment Company's 13F filing for Q3 2015, filed 20 Oct 2015.