Stifel Financial
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Stifel Financial’s Edgewell Personal Care EPC Stock Holding History

Stifel Financial’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
Q4 		– Sell
-24,081
Closed -$890K – 3351
2023
Q3 		$890K Buy
24,081
+41
+0.2% +$1.58K ﹤0.01% 2113
2023
Q2 		$993K Buy
+24,040
New +$1.03M ﹤0.01% 2084
2020
Q1 		– Sell
-74,414
Closed -$2.3M – 2892
2019
Q4 		$2.3M Sell
74,414
-27,821
-27% -$898K ﹤0.01% 1252
2019
Q3 		$3.32M Buy
102,235
+661
+0.7% +$19.7K 0.01% 1021
2019
Q2 		$2.74M Buy
101,574
+56,845
+127% +$2.03M 0.01% 1152
2019
Q1 		$1.96M Buy
44,729
+34,174
+324% +$1.42M 0.01% 1247
2018
Q4 		$392K Sell
10,555
-47,490
-82% -$2.07M ﹤0.01% 2083
2018
Q3 		$2.68M Sell
58,045
-6
-0% -$317 0.01% 1111
2018
Q2 		$2.93M Sell
58,051
-459
-0.8% -$21.1K 0.01% 1026
2018
Q1 		$2.85M Sell
58,510
-619
-1% -$33.3K 0.01% 999
2017
Q4 		$3.52M Sell
59,129
-903
-2% -$56.8K 0.01% 910
2017
Q3 		$4.37M Sell
60,032
-2,871
-5% -$212K 0.02% 792
2017
Q2 		$4.79M Sell
62,903
-2,037
-3% -$150K 0.02% 730
2017
Q1 		$4.75M Sell
64,940
-3,594
-5% -$274K 0.02% 718
2016
Q4 		$5M Buy
68,534
+438
+0.6% +$33.9K 0.02% 662
2016
Q3 		$5.41M Sell
68,096
-1,988
-3% -$160K 0.02% 612
2016
Q2 		$5.92M Buy
+70,084
New +$5.66M 0.03% 533
2016
Q1 		– Sell
-68,889
Closed -$5.4M – 2277
2015
Q4 		$5.4M Sell
68,889
-1,664
-2% -$135K 0.03% 532
2015
Q3 		$5.76M Sell
70,553
-3,784
-5% -$342K 0.03% 464
2015
Q2 		$9.74M Buy
74,337
+53,534
+257% +$5.52M 0.05% 371
2015
Q1 		$2.13M Sell
20,803
-719
-3% -$71.3K 0.01% 914
2014
Q4 		$2.05M Sell
21,522
-1,720
-7% -$158K 0.01% 905
2014
Q3 		$2.12M Sell
23,242
-428
-2% -$38.3K 0.02% 744
2014
Q2 		$2.14M Sell
23,670
-155
-0.7% -$12.7K 0.02% 752
2014
Q1 		$1.78M Buy
+23,825
New +$1.74M 0.02% 788

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's EPC Position: Q4 2023 in Review

Stifel Financial sold out of Edgewell Personal Care (EPC) in Q4 2023, closing a stake of 24,081 shares — an estimated $890K sold.

Stifel Financial first reported a position in EPC in Q1 2014 and held it in 25 quarters. The position peaked at $9.74M in Q2 2015. 219 funds tracked by Wall St. Rank hold EPC as of Q4 2023.

  • Stifel Financial reported no remaining Edgewell Personal Care position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 24,081 Edgewell Personal Care shares in Q4 2023, an estimated $890K.
  • Stifel Financial first reported a position in Edgewell Personal Care in Q1 2014 and held it in 25 quarters.
  • Stifel Financial's Edgewell Personal Care position peaked at $9.74M in Q2 2015.
  • 219 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.