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Sowell Financial Services’s Edgewell Personal Care EPC Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-203
Closed -$7K – 2546
2019
Q3 		$7K Buy
+203
New +$6.06K ﹤0.01% 1631
2017
Q1 		– Sell
-32
Closed -$3K – 339
2016
Q4 		$3K Buy
+32
New +$2.47K ﹤0.01% 562

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Sowell Financial Services's EPC Position: Q4 2019 in Review

Sowell Financial Services sold out of Edgewell Personal Care (EPC) in Q4 2019, closing a stake of 203 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in EPC in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 245 funds tracked by Wall St. Rank hold EPC as of Q4 2019.

  • Sowell Financial Services reported no remaining Edgewell Personal Care position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 203 Edgewell Personal Care shares in Q4 2019, an estimated $7K.
  • Sowell Financial Services first reported a position in Edgewell Personal Care in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's Edgewell Personal Care position peaked at $7K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.