Advisory Research’s Enerpac Tool Group EPAC Stock Holding History

Advisory Research’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
2021 Q4	–	Sell	-150,880	Closed	-$3.13M	–	361
2021 Q3	$3.13M	Sell	150,880 -248,239	-62%	-$6.18M	0.2%	103
2021 Q2	$10.6M	Sell	399,119 -26,340	-6%	-$703K	0.7%	41
2021 Q1	$11.1M	Sell	425,459 -12,715	-3%	-$302K	0.78%	41
2020 Q4	$9.91M	Sell	438,174 -105,841	-19%	-$2.21M	0.73%	47
2020 Q3	$10.2M	Sell	544,015 -2,065	-0.4%	-$41.2K	1%	32
2020 Q2	$9.61M	Sell	546,080 -377,365	-41%	-$6.37M	0.86%	37
2020 Q1	$15.3M	Sell	923,445 -298,125	-24%	-$6.62M	1.06%	38
2019 Q4	$31.8M	Buy	1,221,570 +545,130	+81%	+$13.3M	1.46%	19
2019 Q3	$14.8M	Buy	+676,440	New	+$15.5M	0.71%	58

Other funds holding EPAC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Advisory Research's EPAC Position: Q4 2021 in Review

Advisory Research sold out of Enerpac Tool Group (EPAC) in Q4 2021, closing a stake of 150,880 shares — an estimated $3.13M sold.

Advisory Research first reported a position in EPAC in Q3 2019 and held it in 9 quarters. The position peaked at $31.8M in Q4 2019. 146 funds tracked by Wall St. Rank hold EPAC as of Q4 2021.

Advisory Research reported no remaining Enerpac Tool Group position as of Q4 2021 after selling out during the quarter.
Advisory Research sold 150,880 Enerpac Tool Group shares in Q4 2021, an estimated $3.13M.
Advisory Research first reported a position in Enerpac Tool Group in Q3 2019 and held it in 9 quarters.
Advisory Research's Enerpac Tool Group position peaked at $31.8M in Q4 2019.
146 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.