Valeo Financial Advisors’s Edgewell Personal Care EPC Stock Holding History

Valeo Financial 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
2021 Q1	–	Sell	-65	Closed	-$2K	–	2073
2020 Q4	$2K	Hold	65	–	–	﹤0.01%	1509
2020 Q3	$2K	Hold	65	–	–	﹤0.01%	1396
2020 Q2	$2K	Hold	65	–	–	﹤0.01%	1744
2020 Q1	$2K	Hold	65	–	–	﹤0.01%	1508
2019 Q4	$2K	Hold	65	–	–	﹤0.01%	1446
2019 Q3	$2K	Hold	65	–	–	﹤0.01%	1370
2019 Q2	$2K	Sell	65 -65	-50%	-$2.32K	﹤0.01%	1393
2019 Q1	$6K	Hold	130	–	–	﹤0.01%	1093
2018 Q4	$5K	Hold	130	–	–	﹤0.01%	1069
2018 Q3	$6K	Buy	130 +65	+100%	+$3.44K	﹤0.01%	1119
2018 Q2	$4K	Sell	65 -150	-70%	-$6.89K	﹤0.01%	1188
2018 Q1	$10K	Sell	215 -410	-66%	-$22.1K	﹤0.01%	917
2017 Q4	$37K	Sell	625 -3,020	-83%	-$190K	0.01%	531
2017 Q3	$265K	Buy	+3,645	New	+$269K	0.06%	177

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's EPC Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Edgewell Personal Care (EPC) in Q1 2021, closing a stake of 65 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in EPC in Q3 2017 and held it in 14 quarters. The position peaked at $265K in Q3 2017. 226 funds tracked by Wall St. Rank hold EPC as of Q1 2021.

Valeo Financial Advisors reported no remaining Edgewell Personal Care position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 65 Edgewell Personal Care shares in Q1 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Edgewell Personal Care in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's Edgewell Personal Care position peaked at $265K in Q3 2017.
226 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.