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Systematic Financial Management’s Edgewell Personal Care EPC Stock Holding History

Systematic Financial Management’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
Q2 		– Sell
-3,913
Closed -$166K – 258
2023
Q1 		$166K Buy
+3,913
New +$164K 0.01% 256
2020
Q3 		– Sell
-11,365
Closed -$354K – 315
2020
Q2 		$354K Sell
11,365
-1,660
-13% -$46.5K 0.02% 196
2020
Q1 		$314K Sell
13,025
-6,930
-35% -$207K 0.02% 300
2019
Q4 		$618K Buy
19,955
+2,325
+13% +$75K 0.02% 322
2019
Q3 		$573K Sell
17,630
-12,040
-41% -$359K 0.03% 261
2019
Q2 		$800K Buy
29,670
+455
+2% +$16.2K 0.03% 457
2019
Q1 		$1.28M Buy
29,215
+1,180
+4% +$49.2K 0.04% 355
2018
Q4 		$1.05M Buy
28,035
+1,525
+6% +$66.5K 0.03% 463
2018
Q3 		$1.23M Sell
26,510
-3,760
-12% -$199K 0.03% 505
2018
Q2 		$1.53M Buy
30,270
+2,045
+7% +$93.9K 0.04% 312
2018
Q1 		$1.38M Buy
28,225
+1,930
+7% +$104K 0.03% 443
2017
Q4 		$1.56M Buy
26,295
+6,090
+30% +$383K 0.03% 353
2017
Q3 		$1.47M Sell
20,205
-2,255
-10% -$166K 0.03% 449
2017
Q2 		$1.71M Buy
+22,460
New +$1.65M 0.03% 440
2014
Q1 		– Sell
-1,603,059
Closed -$129M – 691
2013
Q4 		$129M Buy
+1,603,059
New +$122M 0.94% 22

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
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 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

Systematic Financial Management's EPC Position: Q2 2023 in Review

Systematic Financial Management sold out of Edgewell Personal Care (EPC) in Q2 2023, closing a stake of 3,913 shares — an estimated $166K sold.

Systematic Financial Management first reported a position in EPC in Q4 2013 and held it in 15 quarters. The position peaked at $129M in Q4 2013. 227 funds tracked by Wall St. Rank hold EPC as of Q2 2023.

  • Systematic Financial Management reported no remaining Edgewell Personal Care position as of Q2 2023 after selling out during the quarter.
  • Systematic Financial Management sold 3,913 Edgewell Personal Care shares in Q2 2023, an estimated $166K.
  • Systematic Financial Management first reported a position in Edgewell Personal Care in Q4 2013 and held it in 15 quarters.
  • Systematic Financial Management's Edgewell Personal Care position peaked at $129M in Q4 2013.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.