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Ladenburg Thalmann Financial Services’s Edgewell Personal Care EPC Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$86K Buy
2,786
+22
+0.8% +$710 ﹤0.01% 3138
2019
Q3 		$90K Sell
2,764
-100
-3% -$2.98K ﹤0.01% 3007
2019
Q2 		$78K Buy
2,864
+1,014
+55% +$36.2K ﹤0.01% 3152
2019
Q1 		$82K Sell
1,850
-46
-2% -$1.92K ﹤0.01% 3027
2018
Q4 		$72K Sell
1,896
-230
-11% -$10K ﹤0.01% 2992
2018
Q3 		$98K Buy
2,126
+1,072
+102% +$56.7K ﹤0.01% 2831
2018
Q2 		$51K Hold
1,054
– – ﹤0.01% 3235
2018
Q1 		$51K Sell
1,054
-119
-10% -$6.41K ﹤0.01% 3235
2017
Q4 		$70K Sell
1,173
-535
-31% -$33.7K ﹤0.01% 2996
2017
Q3 		$124K Buy
1,708
+77
+5% +$5.68K ﹤0.01% 2460
2017
Q2 		$124K Sell
1,631
-13
-0.8% -$956 ﹤0.01% 2381
2017
Q1 		$121K Hold
1,644
– – ﹤0.01% 2269
2016
Q4 		$120K Sell
1,644
-551
-25% -$42.6K ﹤0.01% 2175
2016
Q3 		$175K Buy
2,195
+262
+14% +$21.1K ﹤0.01% 1847
2016
Q2 		$163K Hold
1,933
– – ﹤0.01% 1807
2016
Q1 		$155K Sell
1,933
-46
-2% -$3.53K ﹤0.01% 1777
2015
Q4 		$155K Buy
1,979
+92
+5% +$7.46K ﹤0.01% 1753
2015
Q3 		$154K Sell
1,887
-960
-34% -$86.9K ﹤0.01% 1680
2015
Q2 		$374K Sell
2,847
-559
-16% -$57.7K 0.01% 1205
2015
Q1 		$349K Buy
3,406
+859
+34% +$85.1K 0.01% 1221
2014
Q4 		$243K Buy
2,547
+696
+38% +$64K 0.01% 1299
2014
Q3 		$169K Buy
1,851
+26
+1% +$2.33K ﹤0.01% 1304
2014
Q2 		$165K Buy
1,825
+364
+25% +$29.9K ﹤0.01% 1298
2014
Q1 		$109K Sell
1,461
-210
-13% -$15.4K ﹤0.01% 1461
2013
Q4 		$134K Buy
1,671
+89
+6% +$6.77K ﹤0.01% 1285
2013
Q3 		$110K Buy
1,582
+72
+5% +$5.32K ﹤0.01% 1337
2013
Q2 		$114K Buy
+1,510
New +$110K ﹤0.01% 1249

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EPC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Edgewell Personal Care (EPC) stake by 0.8% in Q4 2019, buying an estimated $710 and bringing the position to 2,786 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Ladenburg Thalmann Financial Services first reported a position in EPC in Q2 2013 and has held it in 27 quarters since. The position peaked at $374K in Q2 2015. 245 funds tracked by Wall St. Rank hold EPC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,786 shares of Edgewell Personal Care worth $86K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 22 Edgewell Personal Care shares in Q4 2019, an estimated $710.
  • Edgewell Personal Care made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3138 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Edgewell Personal Care position peaked at $374K in Q2 2015.
  • 245 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.