Lee Financial’s Edgewell Personal Care EPC Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-61	Closed	-$3K	–	536
2018 Q2	$3K	Hold	61	–	–	﹤0.01%	683
2018 Q1	$3K	Buy	+61	New	+$3.29K	﹤0.01%	663

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lee Financial's EPC Position: Q3 2018 in Review

Lee Financial sold out of Edgewell Personal Care (EPC) in Q3 2018, closing a stake of 61 shares — an estimated $3K sold.

Lee Financial first reported a position in EPC in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 279 funds tracked by Wall St. Rank hold EPC as of Q3 2018.

Lee Financial reported no remaining Edgewell Personal Care position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 61 Edgewell Personal Care shares in Q3 2018, an estimated $3K.
Lee Financial first reported a position in Edgewell Personal Care in Q1 2018 and held it in 2 quarters.
Lee Financial's Edgewell Personal Care position peaked at $3K in Q2 2018.
279 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.