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Patten Group’s Edgewell Personal Care EPC Stock Holding History

Patten Group’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
2018
Q2 		– Sell
-100
Closed -$5K – 663
2018
Q1 		$5K Hold
100
– – ﹤0.01% 510
2017
Q4 		$6K Hold
100
– – ﹤0.01% 522
2017
Q3 		$7K Sell
100
-10
-9% -$737 ﹤0.01% 509
2017
Q2 		$8K Hold
110
– – ﹤0.01% 513
2017
Q1 		$8K Hold
110
– – ﹤0.01% 484
2016
Q4 		$9K Sell
110
-830
-88% -$64.2K ﹤0.01% 462
2016
Q3 		$72.3K Hold
940
– – 0.03% 268
2016
Q2 		$79.3K Buy
+940
New +$75.9K 0.04% 258

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patten Group's EPC Position: Q2 2018 in Review

Patten Group sold out of Edgewell Personal Care (EPC) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

Patten Group first reported a position in EPC in Q2 2016 and held it in 8 quarters. The position peaked at $79.3K in Q2 2016. 292 funds tracked by Wall St. Rank hold EPC as of Q2 2018.

  • Patten Group reported no remaining Edgewell Personal Care position as of Q2 2018 after selling out during the quarter.
  • Patten Group sold 100 Edgewell Personal Care shares in Q2 2018, an estimated $5K.
  • Patten Group first reported a position in Edgewell Personal Care in Q2 2016 and held it in 8 quarters.
  • Patten Group's Edgewell Personal Care position peaked at $79.3K in Q2 2016.
  • 292 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2018.

Based on Patten Group's 13F filing for Q2 2018, filed 14 Aug 2018.