Plante Moran Financial Advisors’s Edgewell Personal Care EPC Stock Holding History

Plante Moran 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
2023 Q1	–	Sell	-144	Closed	-$6.03K	–	820
2022 Q4	$5.55K	Buy	+144	New	+$5.72K	﹤0.01%	664
2020 Q3	–	Sell	-567	Closed	-$18K	–	859
2020 Q2	$18K	Hold	567	–	–	0.01%	447
2020 Q1	$14K	Hold	567	–	–	0.01%	449
2019 Q4	$18K	Hold	567	–	–	0.01%	476
2019 Q3	$18K	Hold	567	–	–	0.01%	515
2019 Q2	$15K	Hold	567	–	–	﹤0.01%	512
2019 Q1	$25K	Sell	567 -12	-2%	-$500	0.01%	440
2018 Q4	$22K	Buy	579 +12	+2%	+$524	0.01%	420
2018 Q3	$26K	Hold	567	–	–	0.01%	403
2018 Q2	$29K	Hold	567	–	–	0.01%	425
2018 Q1	$28K	Hold	567	–	–	0.02%	446
2017 Q4	$34K	Hold	567	–	–	0.02%	416
2017 Q3	$41K	Hold	567	–	–	0.02%	347
2017 Q2	$43K	Hold	567	–	–	0.03%	344
2017 Q1	$41K	Hold	567	–	–	0.02%	355
2016 Q4	$41K	Hold	567	–	–	0.03%	360
2016 Q3	$45K	Hold	567	–	–	0.03%	344
2016 Q2	$48K	Hold	567	–	–	0.03%	287
2016 Q1	$46K	Hold	567	–	–	0.04%	277
2015 Q4	$44K	Sell	567 -567	-50%	-$46K	0.03%	301
2015 Q3	$68K	Buy	1,134 +567	+100%	+$51.3K	0.05%	226
2015 Q2	$75K	Sell	567 -198	-26%	-$20.4K	0.05%	231
2015 Q1	$78K	Hold	765	–	–	0.05%	223
2014 Q4	$73K	Hold	765	–	–	0.05%	225
2014 Q3	$70K	Hold	765	–	–	0.06%	208
2014 Q2	$69K	Hold	765	–	–	0.06%	187
2014 Q1	$57K	Hold	765	–	–	0.06%	160
2013 Q4	$61K	Hold	765	–	–	0.03%	206
2013 Q3	$52K	Hold	765	–	–	0.03%	186
2013 Q2	$57K	Buy	+765	New	+$55.7K	0.04%	156

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's EPC Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Edgewell Personal Care (EPC) in Q1 2023, closing a stake of 144 shares — an estimated $6.03K sold.

Plante Moran Financial Advisors first reported a position in EPC in Q2 2013 and held it in 30 quarters. The position peaked at $78K in Q1 2015. 227 funds tracked by Wall St. Rank hold EPC as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Edgewell Personal Care position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 144 Edgewell Personal Care shares in Q1 2023, an estimated $6.03K.
Plante Moran Financial Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 30 quarters.
Plante Moran Financial Advisors's Edgewell Personal Care position peaked at $78K in Q1 2015.
227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.