Johnson Financial Group Inc (Wisconsin)’s Edgewell Personal Care EPC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-200	Closed	-$7.73K	–	872
2024 Q1	$7.73K	Buy	+200	New	+$7.55K	﹤0.01%	576
2015 Q3	–	Sell	-4,059	Closed	-$534K	–	828
2015 Q2	$534K	Sell	4,059 -1,703	-30%	-$176K	0.11%	166
2015 Q1	$590K	Sell	5,762 -13	-0.2%	-$1.29K	0.13%	149
2014 Q4	$550K	Sell	5,775 -31	-0.5%	-$2.85K	0.13%	147
2014 Q3	$532K	Buy	5,806 +115	+2%	+$10.3K	0.14%	143
2014 Q2	$514K	Buy	5,691 +112	+2%	+$9.21K	0.14%	150
2014 Q1	$417K	Sell	5,579 -1,286	-19%	-$94K	0.12%	147
2013 Q4	$551K	Sell	6,865 -510	-7%	-$38.8K	0.16%	126
2013 Q3	$498K	Buy	7,375 +809	+12%	+$59.8K	0.15%	133
2013 Q2	$490K	Buy	+6,566	New	+$478K	0.14%	135

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EPC Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 200 shares — an estimated $7.73K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EPC in Q2 2013 and held it in 10 quarters. The position peaked at $590K in Q1 2015. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 200 Edgewell Personal Care shares in Q2 2024, an estimated $7.73K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Edgewell Personal Care in Q2 2013 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s Edgewell Personal Care position peaked at $590K in Q1 2015.
257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.