Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JWA
JFS Wealth Advisors’s
Edgewell Personal Care
EPC
Stock Holding History
JFS Wealth Advisors’s Portfolio
EPC Stock Details
EPC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-15
Closed
-$352
–
1918
2025
Q2
$352
Buy
15
+5
+50%
+$139
﹤0.01%
1744
2025
Q1
$313
Sell
10
-34
-77%
-$1.07K
﹤0.01%
1810
2024
Q4
$1.48K
Sell
44
-8
-15%
-$283
﹤0.01%
1581
2024
Q3
$1.89K
Buy
52
+12
+30%
+$463
﹤0.01%
1515
2024
Q2
$1.61K
Hold
40
–
–
﹤0.01%
1516
2024
Q1
$1.55K
Buy
40
+11
+38%
+$415
﹤0.01%
1532
2023
Q4
$1.06K
Sell
29
-14
-33%
-$495
﹤0.01%
1647
2023
Q3
$1.59K
Sell
43
-12
-22%
-$463
﹤0.01%
1451
2023
Q2
$2.27K
Hold
55
–
–
﹤0.01%
1335
2023
Q1
$2.33K
Sell
55
-3
-5%
-$126
﹤0.01%
1296
2022
Q4
$2.23K
Buy
58
+1
+2%
+$40
﹤0.01%
1331
2022
Q3
$2K
Buy
57
+22
+63%
+$858
﹤0.01%
1310
2022
Q2
$1K
Sell
35
-4
-10%
-$144
﹤0.01%
1513
2022
Q1
$1K
Buy
39
+21
+117%
+$856
﹤0.01%
1627
2021
Q4
$1K
Buy
+18
New
+$726
﹤0.01%
1334
2016
Q2
–
Sell
-50
Closed
-$4K
–
536
2016
Q1
$4K
Hold
50
–
–
﹤0.01%
464
2015
Q4
$4K
Buy
+50
New
+$4.05K
﹤0.01%
465
Other funds holding EPC
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close