WAM
EPC icon

Wakefield Asset Management’s Edgewell Personal Care EPC Stock Holding History

Wakefield Asset 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
2025
Q1 		– Sell
-23,067
Closed -$775K – 208
2024
Q4 		$775K Sell
23,067
-135
-0.6% -$4.77K 0.26% 114
2024
Q3 		$843K Sell
23,202
-282
-1% -$10.9K 0.27% 108
2024
Q2 		$944K Buy
+23,484
New +$900K 0.33% 87
2022
Q1 		– Sell
-19,311
Closed -$883K – 175
2021
Q4 		$883K Buy
19,311
+147
+0.8% +$5.93K 0.3% 105
2021
Q3 		$696K Buy
+19,164
New +$787K 0.26% 113

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
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wakefield Asset Management's EPC Position: Q1 2025 in Review

Wakefield Asset Management sold out of Edgewell Personal Care (EPC) in Q1 2025, closing a stake of 23,067 shares — an estimated $775K sold.

Wakefield Asset Management first reported a position in EPC in Q3 2021 and held it in 5 quarters. The position peaked at $944K in Q2 2024. 251 funds tracked by Wall St. Rank hold EPC as of Q1 2025.

  • Wakefield Asset Management reported no remaining Edgewell Personal Care position as of Q1 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 23,067 Edgewell Personal Care shares in Q1 2025, an estimated $775K.
  • Wakefield Asset Management first reported a position in Edgewell Personal Care in Q3 2021 and held it in 5 quarters.
  • Wakefield Asset Management's Edgewell Personal Care position peaked at $944K in Q2 2024.
  • 251 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2025.

Based on Wakefield Asset Management's 13F filing for Q1 2025, filed 6 May 2025.