Mosaic Family Wealth’s Edgewell Personal Care EPC Stock Holding History

Mosaic Family Wealth’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
2021 Q4	$209K	Buy	+4,576	New	+$185K	0.05%	169
2021 Q3	–	Sell	-4,576	Closed	-$201K	–	176
2021 Q2	$201K	Buy	+4,576	New	+$194K	0.06%	161
2019 Q2	–	Sell	-4,576	Closed	-$201K	–	301
2019 Q1	$201K	Hold	4,576	–	–	0.08%	156
2018 Q4	$171K	Hold	4,576	–	–	0.07%	163
2018 Q3	$193K	Hold	4,576	–	–	0.08%	157
2018 Q2	$231K	Hold	4,576	–	–	0.09%	153
2018 Q1	$223K	Hold	4,576	–	–	0.08%	151
2017 Q4	$272K	Hold	4,576	–	–	0.1%	139
2017 Q3	$333K	Hold	4,576	–	–	0.13%	129
2017 Q2	$348K	Hold	4,576	–	–	0.15%	123
2017 Q1	$335K	Hold	4,576	–	–	0.14%	124
2016 Q4	$334K	Hold	4,576	–	–	0.15%	124
2016 Q3	$364K	Hold	4,576	–	–	0.17%	109
2016 Q2	$387K	Buy	4,576 +1	+0%	+$81	0.19%	104
2016 Q1	$368K	Hold	4,575	–	–	0.18%	103
2015 Q4	$358K	Buy	+4,575	New	+$371K	0.16%	103

Other funds holding EPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Mosaic Family Wealth's EPC Position: Q4 2021 in Review

Mosaic Family Wealth opened a new position in Edgewell Personal Care (EPC) in Q4 2021: 4,576 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings. This is a return to the name: Mosaic Family Wealth previously reported a position in EPC as recently as Q2 2021.

Mosaic Family Wealth first reported a position in EPC in Q4 2015 and has held it in 16 quarters since. The position peaked at $387K in Q2 2016. 247 funds tracked by Wall St. Rank hold EPC as of Q4 2021.

Mosaic Family Wealth held 4,576 shares of Edgewell Personal Care worth $209K as of Q4 2021.
Edgewell Personal Care was a new Mosaic Family Wealth position in Q4 2021.
Edgewell Personal Care made up 0.05% of Mosaic Family Wealth's portfolio in Q4 2021, its #169 holding.
Mosaic Family Wealth first reported a position in Edgewell Personal Care in Q4 2015 and has held it in 16 quarters since.
Mosaic Family Wealth's Edgewell Personal Care position peaked at $387K in Q2 2016.
247 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.