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Impact Partnership Wealth’s Edgewell Personal Care EPC Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-108
Closed -$3.99K – 911
2023
Q3 		$3.99K Buy
+108
New +$4.17K ﹤0.01% 729

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impact Partnership Wealth's EPC Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Edgewell Personal Care (EPC) in Q4 2023, closing a stake of 108 shares — an estimated $3.99K sold.

Impact Partnership Wealth first reported a position in EPC in Q3 2023 and held it in 1 quarter. The position peaked at $3.99K in Q3 2023. 219 funds tracked by Wall St. Rank hold EPC as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Edgewell Personal Care position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 108 Edgewell Personal Care shares in Q4 2023, an estimated $3.99K.
  • Impact Partnership Wealth first reported a position in Edgewell Personal Care in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Edgewell Personal Care position peaked at $3.99K in Q3 2023.
  • 219 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.