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Orion Portfolio Solutions’s Edgewell Personal Care EPC Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-178
Closed -$6K – 898
2020
Q2 		$6K Sell
178
-96
-35% -$2.69K ﹤0.01% 1387
2020
Q1 		$7K Hold
274
– – ﹤0.01% 1185
2019
Q4 		$8K Buy
+274
New +$8.84K ﹤0.01% 1081

Other funds holding EPC

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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Orion Portfolio Solutions's EPC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Edgewell Personal Care (EPC) in Q3 2020, closing a stake of 178 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in EPC in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 210 funds tracked by Wall St. Rank hold EPC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Edgewell Personal Care position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 178 Edgewell Personal Care shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Edgewell Personal Care in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Edgewell Personal Care position peaked at $8K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.