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Lenox Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$0 Hold
7
– – ﹤0.01% 754
2020
Q1 		$0 Hold
7
– – ﹤0.01% 719
2019
Q4 		$0 Buy
+7
New +$226 ﹤0.01% 719

Other funds holding EPC

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Lenox Wealth Management's EPC Position: Q2 2020 in Review

Lenox Wealth Management held its Edgewell Personal Care (EPC) position steady in Q2 2020 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Lenox Wealth Management first reported a position in EPC in Q4 2019 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold EPC as of Q2 2020.

  • Lenox Wealth Management held 7 shares of Edgewell Personal Care worth $0 as of Q2 2020.
  • Lenox Wealth Management left its Edgewell Personal Care share count unchanged in Q2 2020.
  • Edgewell Personal Care made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #754 holding.
  • Lenox Wealth Management first reported a position in Edgewell Personal Care in Q4 2019 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.