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Aaron Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

Aaron Wealth Advisors’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,684
Closed -$214K – 396
2022
Q1 		$214K Buy
+4,684
New +$88.6K ﹤0.01% 773

Other funds holding EPAC

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Aaron Wealth Advisors's EPAC Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q2 2022, closing a stake of 4,684 shares — an estimated $214K sold.

Aaron Wealth Advisors first reported a position in EPAC in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 149 funds tracked by Wall St. Rank hold EPAC as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Enerpac Tool Group position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,684 Enerpac Tool Group shares in Q2 2022, an estimated $214K.
  • Aaron Wealth Advisors first reported a position in Enerpac Tool Group in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Enerpac Tool Group position peaked at $214K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.