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Stonebridge Capital Advisors’s Edgewell Personal Care EPC Stock Holding History

Stonebridge Capital 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
2021
Q2 		– Sell
-309
Closed -$12K – 929
2021
Q1 		$12K Buy
+309
New +$10.7K ﹤0.01% 598
2020
Q3 		– Sell
-309
Closed -$10K – 341
2020
Q2 		$10K Hold
309
– – ﹤0.01% 487
2020
Q1 		$7K Hold
309
– – ﹤0.01% 519
2019
Q4 		$10K Hold
309
– – ﹤0.01% 552
2019
Q3 		$10K Hold
309
– – ﹤0.01% 545
2019
Q2 		$8K Buy
+309
New +$11K ﹤0.01% 602

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Stonebridge Capital Advisors's EPC Position: Q2 2021 in Review

Stonebridge Capital Advisors sold out of Edgewell Personal Care (EPC) in Q2 2021, closing a stake of 309 shares — an estimated $12K sold.

Stonebridge Capital Advisors first reported a position in EPC in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 221 funds tracked by Wall St. Rank hold EPC as of Q2 2021.

  • Stonebridge Capital Advisors reported no remaining Edgewell Personal Care position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 309 Edgewell Personal Care shares in Q2 2021, an estimated $12K.
  • Stonebridge Capital Advisors first reported a position in Edgewell Personal Care in Q2 2019 and held it in 6 quarters.
  • Stonebridge Capital Advisors's Edgewell Personal Care position peaked at $12K in Q1 2021.
  • 221 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.