Wellington Management Group
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Wellington Management Group’s Edgewell Personal Care EPC Stock Holding History

Wellington Management Group’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
-328,999
Closed -$11.1M – 1973
2024
Q4 		$11.1M Sell
328,999
-644
-0.2% -$22.7K ﹤0.01% 1169
2024
Q3 		$12M Sell
329,643
-721
-0.2% -$27.8K ﹤0.01% 1115
2024
Q2 		$13.3M Buy
330,364
+152,063
+85% +$5.82M ﹤0.01% 1077
2024
Q1 		$6.89M Buy
178,301
+10,279
+6% +$388K ﹤0.01% 1250
2023
Q4 		$6.15M Buy
168,022
+23,330
+16% +$826K ﹤0.01% 1251
2023
Q3 		$5.35M Buy
144,692
+26,913
+23% +$1.04M ﹤0.01% 1264
2023
Q2 		$4.87M Sell
117,779
-5,808
-5% -$248K ﹤0.01% 1275
2023
Q1 		$5.24M Sell
123,587
-2,563
-2% -$107K ﹤0.01% 1263
2022
Q4 		$4.86M Sell
126,150
-5,418
-4% -$215K ﹤0.01% 1277
2022
Q3 		$4.92M Sell
131,568
-12,180
-8% -$475K ﹤0.01% 1291
2022
Q2 		$4.96M Sell
143,748
-2,761
-2% -$99.3K ﹤0.01% 1326
2022
Q1 		$5.37M Sell
146,509
-8,463
-5% -$345K ﹤0.01% 1378
2021
Q4 		$7.08M Sell
154,972
-46,331
-23% -$1.87M ﹤0.01% 1367
2021
Q3 		$7.31M Buy
201,303
+1,449
+0.7% +$59.5K ﹤0.01% 1387
2021
Q2 		$8.77M Buy
199,854
+105,551
+112% +$4.47M ﹤0.01% 1327
2021
Q1 		$3.73M Buy
94,303
+21,917
+30% +$759K ﹤0.01% 1486
2020
Q4 		$2.5M Sell
72,386
-7,856
-10% -$255K ﹤0.01% 1443
2020
Q3 		$2.24M Sell
80,242
-10,273
-11% -$305K ﹤0.01% 1394
2020
Q2 		$2.82M Buy
90,515
+23,916
+36% +$670K ﹤0.01% 1301
2020
Q1 		$1.6M Sell
66,599
-46,568
-41% -$1.39M ﹤0.01% 1401
2019
Q4 		$3.5M Sell
113,167
-48,863
-30% -$1.58M ﹤0.01% 1412
2019
Q3 		$5.26M Sell
162,030
-97,509
-38% -$2.91M ﹤0.01% 1337
2019
Q2 		$6.99M Sell
259,539
-2,259,286
-90% -$80.6M ﹤0.01% 1302
2019
Q1 		$111M Buy
2,518,825
+938,255
+59% +$39.1M 0.03% 525
2018
Q4 		$59M Buy
1,580,570
+382,408
+32% +$16.7M 0.01% 668
2018
Q3 		$55.4M Buy
+1,198,162
New +$63.4M 0.01% 772
2018
Q2 		– Sell
-90,512
Closed -$4.42M – 2257
2018
Q1 		$4.42M Buy
+90,512
New +$4.88M ﹤0.01% 1525
2015
Q2 		– Sell
-302,563
Closed -$31M – 2161
2015
Q1 		$31M Sell
302,563
-221,888
-42% -$22M 0.01% 883
2014
Q4 		$50M Buy
524,451
+514,700
+5,278% +$47.3M 0.01% 741
2014
Q3 		$891K Buy
9,751
+5,659
+138% +$506K ﹤0.01% 1847
2014
Q2 		$370K Sell
4,092
-330
-7% -$27.1K ﹤0.01% 2040
2014
Q1 		$331K Sell
4,422
-73,952
-94% -$5.41M ﹤0.01% 2049
2013
Q4 		$6.29M Sell
78,374
-83,119
-51% -$6.32M ﹤0.01% 1390
2013
Q3 		$10.9M Sell
161,493
-289
-0.2% -$21.4K ﹤0.01% 1193
2013
Q2 		$12.1M Buy
+161,782
New +$11.8M ﹤0.01% 1121

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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

Wellington Management Group's EPC Position: Q1 2025 in Review

Wellington Management Group sold out of Edgewell Personal Care (EPC) in Q1 2025, closing a stake of 328,999 shares — an estimated $11.1M sold.

Wellington Management Group first reported a position in EPC in Q2 2013 and held it in 35 quarters. The position peaked at $111M in Q1 2019. 251 funds tracked by Wall St. Rank hold EPC as of Q1 2025.

  • Wellington Management Group reported no remaining Edgewell Personal Care position as of Q1 2025 after selling out during the quarter.
  • Wellington Management Group sold 328,999 Edgewell Personal Care shares in Q1 2025, an estimated $11.1M.
  • Wellington Management Group first reported a position in Edgewell Personal Care in Q2 2013 and held it in 35 quarters.
  • Wellington Management Group's Edgewell Personal Care position peaked at $111M in Q1 2019.
  • 251 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.