LA
EPC icon

Legacy Advisors’s Edgewell Personal Care EPC Stock Holding History

Legacy Advisors’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
-420
Closed -$11K – 179
2019
Q2 		$11K Hold
420
– – 0.01% 297
2019
Q1 		$18K Buy
+420
New +$17.5K 0.01% 288
2018
Q4 		– Sell
-420
Closed -$19K – 204
2018
Q3 		$19K Hold
420
– – 0.01% 300
2018
Q2 		$21K Hold
420
– – 0.02% 249
2018
Q1 		$20K Hold
420
– – 0.01% 216
2017
Q4 		$24K Hold
420
– – 0.02% 167
2017
Q3 		$30K Hold
420
– – 0.03% 137
2017
Q2 		$31K Hold
420
– – 0.04% 117
2017
Q1 		$30K Hold
420
– – 0.04% 112
2016
Q4 		$30K Buy
+420
New +$32.5K 0.04% 127

Other funds holding EPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Legacy Advisors's EPC Position: Q3 2019 in Review

Legacy Advisors sold out of Edgewell Personal Care (EPC) in Q3 2019, closing a stake of 420 shares — an estimated $11K sold.

Legacy Advisors first reported a position in EPC in Q4 2016 and held it in 10 quarters. The position peaked at $31K in Q2 2017. 233 funds tracked by Wall St. Rank hold EPC as of Q3 2019.

  • Legacy Advisors reported no remaining Edgewell Personal Care position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 420 Edgewell Personal Care shares in Q3 2019, an estimated $11K.
  • Legacy Advisors first reported a position in Edgewell Personal Care in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Edgewell Personal Care position peaked at $31K in Q2 2017.
  • 233 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.