Holocene Advisors
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Holocene Advisors’s Edgewell Personal Care EPC Stock Holding History

Holocene Advisors’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
2024
Q1 		– Sell
-9,959
Closed -$365K – 758
2023
Q4 		$365K Buy
9,959
+1,459
+17% +$51.6K ﹤0.01% 669
2023
Q3 		$314K Buy
+8,500
New +$328K ﹤0.01% 685
2023
Q1 		– Sell
-11,120
Closed -$429K – 761
2022
Q4 		$429K Buy
+11,120
New +$442K ﹤0.01% 634
2022
Q3 		– Sell
-6,891
Closed -$238K – 843
2022
Q2 		$238K Buy
+6,891
New +$248K ﹤0.01% 773
2021
Q3 		– Sell
-21,160
Closed -$929K – 855
2021
Q2 		$929K Sell
21,160
-34,136
-62% -$1.45M 0.01% 669
2021
Q1 		$2.19M Buy
55,296
+42,192
+322% +$1.46M 0.01% 564
2020
Q4 		$453K Buy
+13,104
New +$425K ﹤0.01% 650
2020
Q2 		– Sell
-12,006
Closed -$289K – 654
2020
Q1 		$289K Sell
12,006
-47,097
-80% -$1.41M ﹤0.01% 609
2019
Q4 		$1.83M Buy
59,103
+15,525
+36% +$501K 0.02% 433
2019
Q3 		$1.42M Buy
43,578
+14,488
+50% +$432K 0.01% 393
2019
Q2 		$784K Buy
29,090
+8,916
+44% +$318K 0.01% 341
2019
Q1 		$885K Buy
20,174
+3,508
+21% +$146K 0.01% 276
2018
Q4 		$622K Buy
+16,666
New +$727K 0.01% 376
2018
Q3 		– Sell
-10,399
Closed -$525K – 748
2018
Q2 		$525K Sell
10,399
-1,877
-15% -$86.2K 0.01% 143
2018
Q1 		$599K Sell
12,276
-3,191
-21% -$172K 0.01% 87
2017
Q4 		$919K Buy
+15,467
New +$973K 0.02% 190

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Holocene Advisors's EPC Position: Q1 2024 in Review

Holocene Advisors sold out of Edgewell Personal Care (EPC) in Q1 2024, closing a stake of 9,959 shares — an estimated $365K sold.

Holocene Advisors first reported a position in EPC in Q4 2017 and held it in 16 quarters. The position peaked at $2.19M in Q1 2021. 247 funds tracked by Wall St. Rank hold EPC as of Q1 2024.

  • Holocene Advisors reported no remaining Edgewell Personal Care position as of Q1 2024 after selling out during the quarter.
  • Holocene Advisors sold 9,959 Edgewell Personal Care shares in Q1 2024, an estimated $365K.
  • Holocene Advisors first reported a position in Edgewell Personal Care in Q4 2017 and held it in 16 quarters.
  • Holocene Advisors's Edgewell Personal Care position peaked at $2.19M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2024.

Based on Holocene Advisors's 13F filing for Q1 2024, filed 15 May 2024.