SWA
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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 $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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return