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Summit Global Investments’s Edgewell Personal Care EPC Stock Holding History

Summit Global Investments’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
-19,900
Closed -$647K – 278
2019
Q3 		$647K Hold
19,900
– – 0.08% 256
2019
Q2 		$536K Buy
19,900
+4,200
+27% +$150K 0.07% 265
2019
Q1 		$689K Sell
15,700
-100
-0.6% -$4.17K 0.09% 180
2018
Q4 		$590K Buy
+15,800
New +$689K 0.09% 224

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

Summit Global Investments's EPC Position: Q4 2019 in Review

Summit Global Investments sold out of Edgewell Personal Care (EPC) in Q4 2019, closing a stake of 19,900 shares — an estimated $647K sold.

Summit Global Investments first reported a position in EPC in Q4 2018 and held it in 4 quarters. The position peaked at $689K in Q1 2019. 245 funds tracked by Wall St. Rank hold EPC as of Q4 2019.

  • Summit Global Investments reported no remaining Edgewell Personal Care position as of Q4 2019 after selling out during the quarter.
  • Summit Global Investments sold 19,900 Edgewell Personal Care shares in Q4 2019, an estimated $647K.
  • Summit Global Investments first reported a position in Edgewell Personal Care in Q4 2018 and held it in 4 quarters.
  • Summit Global Investments's Edgewell Personal Care position peaked at $689K in Q1 2019.
  • 245 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2019.

Based on Summit Global Investments's 13F filing for Q4 2019, filed 13 Feb 2020.