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James Investment Research’s Edgewell Personal Care EPC Stock Holding History

James Investment Research’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
2019
Q3 		– Sell
-5,050
Closed -$136K – 586
2019
Q2 		$136K Sell
5,050
-13,540
-73% -$483K 0.01% 408
2019
Q1 		$816K Buy
18,590
+15,425
+487% +$643K 0.05% 246
2018
Q4 		$118K Sell
3,165
-43,890
-93% -$1.91M 0.01% 574
2018
Q3 		$2.17M Buy
+47,055
New +$2.49M 0.09% 288

Other funds holding EPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

James Investment Research's EPC Position: Q3 2019 in Review

James Investment Research sold out of Edgewell Personal Care (EPC) in Q3 2019, closing a stake of 5,050 shares — an estimated $136K sold.

James Investment Research first reported a position in EPC in Q3 2018 and held it in 4 quarters. The position peaked at $2.17M in Q3 2018. 233 funds tracked by Wall St. Rank hold EPC as of Q3 2019.

  • James Investment Research reported no remaining Edgewell Personal Care position as of Q3 2019 after selling out during the quarter.
  • James Investment Research sold 5,050 Edgewell Personal Care shares in Q3 2019, an estimated $136K.
  • James Investment Research first reported a position in Edgewell Personal Care in Q3 2018 and held it in 4 quarters.
  • James Investment Research's Edgewell Personal Care position peaked at $2.17M in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.