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Sutton Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-646
Closed -$24.9K – 1039
2022
Q4 		$24.9K Buy
646
+170
+36% +$6.75K 0.01% 606
2022
Q3 		$17.8K Buy
476
+466
+4,660% +$18.2K 0.01% 698
2022
Q2 		$345 Buy
+10
New +$360 ﹤0.01% 1525
2022
Q1 		– Sell
-638
Closed -$26K – 1653
2021
Q4 		$29.2K Sell
638
-131
-17% -$5.29K 0.01% 592
2021
Q3 		$27.9K Hold
769
– – 0.01% 591
2021
Q2 		$33.8K Buy
+769
New +$32.6K 0.01% 535

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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's EPC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q1 2023, closing a stake of 646 shares — an estimated $24.9K sold.

Sutton Wealth Advisors first reported a position in EPC in Q2 2021 and held it in 6 quarters. The position peaked at $33.8K in Q2 2021. 227 funds tracked by Wall St. Rank hold EPC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Edgewell Personal Care position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 646 Edgewell Personal Care shares in Q1 2023, an estimated $24.9K.
  • Sutton Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's Edgewell Personal Care position peaked at $33.8K in Q2 2021.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.