SW
EPC icon

SVB Wealth’s Edgewell Personal Care EPC Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-47
Closed -$1.47K – 860
2025
Q1 		$1.47K Buy
+47
New +$1.48K ﹤0.01% 1290
2017
Q1 		– Sell
-5,560
Closed -$406K – 494
2016
Q4 		$406K Sell
5,560
-1,060
-16% -$82K 0.02% 376
2016
Q3 		$526K Sell
6,620
-2,769
-29% -$223K 0.02% 328
2016
Q2 		$793K Sell
9,389
-380
-4% -$30.7K 0.03% 284
2016
Q1 		$787K Sell
9,769
-502
-5% -$38.5K 0.03% 287
2015
Q4 		$805K Sell
10,271
-493
-5% -$40K 0.03% 296
2015
Q3 		$878K Buy
+10,764
New +$974K 0.03% 311
2015
Q2 		– Sell
-16,983
Closed -$1.74M – 568
2015
Q1 		$1.74M Sell
16,983
-59
-0.3% -$5.85K 0.06% 254
2014
Q4 		$1.62M Buy
+17,042
New +$1.57M 0.05% 260

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return