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Northwest & Ethical Investments’s Edgewell Personal Care EPC Stock Holding History

Northwest & Ethical Investments’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
2015
Q1 		– Sell
-57,003
Closed -$5.43M – 221
2014
Q4 		$5.43M Sell
57,003
-19,746
-26% -$1.82M 0.37% 69
2014
Q3 		$7.01M Buy
76,749
+3,857
+5% +$345K 0.47% 49
2014
Q2 		$6.59M Buy
72,892
+40,117
+122% +$3.3M 0.41% 58
2014
Q1 		$2.45M Buy
+32,775
New +$2.4M 0.16% 150

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northwest & Ethical Investments's EPC Position: Q1 2015 in Review

Northwest & Ethical Investments sold out of Edgewell Personal Care (EPC) in Q1 2015, closing a stake of 57,003 shares — an estimated $5.43M sold.

Northwest & Ethical Investments first reported a position in EPC in Q1 2014 and held it in 4 quarters. The position peaked at $7.01M in Q3 2014. 410 funds tracked by Wall St. Rank hold EPC as of Q1 2015.

  • Northwest & Ethical Investments reported no remaining Edgewell Personal Care position as of Q1 2015 after selling out during the quarter.
  • Northwest & Ethical Investments sold 57,003 Edgewell Personal Care shares in Q1 2015, an estimated $5.43M.
  • Northwest & Ethical Investments first reported a position in Edgewell Personal Care in Q1 2014 and held it in 4 quarters.
  • Northwest & Ethical Investments's Edgewell Personal Care position peaked at $7.01M in Q3 2014.
  • 410 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2015.

Based on Northwest & Ethical Investments's 13F filing for Q1 2015, filed 8 Jul 2025.