Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Edgewell Personal Care EPC Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q3 		– Sell
-7,363
Closed -$296K – 1067
2024
Q2 		$296K Buy
7,363
+1,100
+18% +$42.1K ﹤0.01% 1011
2024
Q1 		$242K Buy
+6,263
New +$236K ﹤0.01% 1090
2018
Q1 		– Sell
-4,255
Closed -$253K – 905
2017
Q4 		$253K Sell
4,255
-183
-4% -$11.5K ﹤0.01% 878
2017
Q3 		$323K Hold
4,438
– – ﹤0.01% 871
2017
Q2 		$337K Sell
4,438
-163,036
-97% -$12M ﹤0.01% 855
2017
Q1 		$12.2M Sell
167,474
-2,551
-2% -$194K 0.02% 625
2016
Q4 		$12.4M Sell
170,025
-22,120
-12% -$1.71M 0.02% 620
2016
Q3 		$15.3M Sell
192,145
-6,928
-3% -$559K 0.03% 593
2016
Q2 		$16.8M Buy
199,073
+2,562
+1% +$207K 0.03% 565
2016
Q1 		$15.8M Buy
196,511
+24,455
+14% +$1.87M 0.03% 580
2015
Q4 		$13.6M Buy
172,056
+1,933
+1% +$157K 0.02% 599
2015
Q3 		$13.9M Buy
+170,123
New +$15.4M 0.03% 591
2015
Q2 		– Sell
-204,717
Closed -$20.9M – 907
2015
Q1 		$20.9M Buy
204,717
+7,451
+4% +$738K 0.04% 527
2014
Q4 		$19.1M Sell
197,266
-1,854
-0.9% -$171K 0.04% 521
2014
Q3 		$18.2M Sell
199,120
-1,702
-0.8% -$152K 0.04% 512
2014
Q2 		$18.2M Sell
200,822
-36,598
-15% -$3.01M 0.04% 509
2014
Q1 		$17.7M Buy
237,420
+23,376
+11% +$1.71M 0.04% 515
2013
Q4 		$17.1M Sell
214,044
-12,409
-5% -$944K 0.04% 530
2013
Q3 		$15.3M Sell
226,453
-6,619
-3% -$489K 0.03% 550
2013
Q2 		$17.4M Buy
+233,072
New +$17M 0.04% 495

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EPC Position: Q3 2024 in Review

Sumitomo Mitsui Trust Group sold out of Edgewell Personal Care (EPC) in Q3 2024, closing a stake of 7,363 shares — an estimated $296K sold.

Sumitomo Mitsui Trust Group first reported a position in EPC in Q2 2013 and held it in 20 quarters. The position peaked at $20.9M in Q1 2015. 256 funds tracked by Wall St. Rank hold EPC as of Q3 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Edgewell Personal Care position as of Q3 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,363 Edgewell Personal Care shares in Q3 2024, an estimated $296K.
  • Sumitomo Mitsui Trust Group first reported a position in Edgewell Personal Care in Q2 2013 and held it in 20 quarters.
  • Sumitomo Mitsui Trust Group's Edgewell Personal Care position peaked at $20.9M in Q1 2015.
  • 256 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2024, filed 5 Nov 2024.