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Vident Investment Advisory’s Edgewell Personal Care EPC Stock Holding History

Vident Investment Advisory’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
-31,811
Closed -$1.35M – 1230
2023
Q1 		$1.35M Sell
31,811
-1,458
-4% -$61.1K 0.04% 460
2022
Q4 		$1.28M Sell
33,269
-18,488
-36% -$734K 0.05% 426
2022
Q3 		$1.8M Sell
51,757
-1,712
-3% -$66.8K 0.06% 404
2022
Q2 		$1.85M Buy
53,469
+3,541
+7% +$127K 0.06% 424
2022
Q1 		$1.83M Buy
49,928
+5,629
+13% +$230K 0.05% 491
2021
Q4 		$2.02M Buy
44,299
+1,764
+4% +$71.2K 0.05% 449
2021
Q3 		$1.54M Sell
42,535
-77
-0.2% -$3.16K 0.05% 542
2021
Q2 		$1.87M Sell
42,612
-1,305
-3% -$55.3K 0.06% 433
2021
Q1 		$1.74M Sell
43,917
-5,686
-11% -$197K 0.06% 427
2020
Q4 		$1.72M Sell
49,603
-2,895
-6% -$94K 0.07% 344
2020
Q3 		$1.46M Sell
52,498
-19,597
-27% -$581K 0.07% 376
2020
Q2 		$2.25M Sell
72,095
-12,980
-15% -$364K 0.12% 169
2020
Q1 		$2.05M Buy
+85,075
New +$2.54M 0.13% 165

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
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
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

Vident Investment Advisory's EPC Position: Q2 2023 in Review

Vident Investment Advisory sold out of Edgewell Personal Care (EPC) in Q2 2023, closing a stake of 31,811 shares — an estimated $1.35M sold.

Vident Investment Advisory first reported a position in EPC in Q1 2020 and held it in 13 quarters. The position peaked at $2.25M in Q2 2020. 227 funds tracked by Wall St. Rank hold EPC as of Q2 2023.

  • Vident Investment Advisory reported no remaining Edgewell Personal Care position as of Q2 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 31,811 Edgewell Personal Care shares in Q2 2023, an estimated $1.35M.
  • Vident Investment Advisory first reported a position in Edgewell Personal Care in Q1 2020 and held it in 13 quarters.
  • Vident Investment Advisory's Edgewell Personal Care position peaked at $2.25M in Q2 2020.
  • 227 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.