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LGT Financial Advisors’s Edgewell Personal Care EPC Stock Holding History

LGT Financial 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
2024
Q2 		– Sell
-2,035
Closed -$78.6K – 800
2024
Q1 		$78.6K Hold
2,035
– – 0.09% 193
2023
Q4 		$74.5K Hold
2,035
– – 0.09% 183
2023
Q3 		$75.2K Buy
+2,035
New +$78.6K 0.1% 184

Other funds holding EPC

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BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGT Financial Advisors's EPC Position: Q2 2024 in Review

LGT Financial Advisors sold out of Edgewell Personal Care (EPC) in Q2 2024, closing a stake of 2,035 shares — an estimated $78.6K sold.

LGT Financial Advisors first reported a position in EPC in Q3 2023 and held it in 3 quarters. The position peaked at $78.6K in Q1 2024. 257 funds tracked by Wall St. Rank hold EPC as of Q2 2024.

  • LGT Financial Advisors reported no remaining Edgewell Personal Care position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 2,035 Edgewell Personal Care shares in Q2 2024, an estimated $78.6K.
  • LGT Financial Advisors first reported a position in Edgewell Personal Care in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Edgewell Personal Care position peaked at $78.6K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.