BCA
EPAC icon

Berman Capital Advisors’s Enerpac Tool Group EPAC Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
56
+8
+17% +$199 ﹤0.01% 1850
2021
Q2 		$1K Buy
+48
New +$1.28K ﹤0.01% 1729

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's EPAC Position: Q3 2021 in Review

Berman Capital Advisors increased its Enerpac Tool Group (EPAC) stake by 17% in Q3 2021, buying an estimated $199 and bringing the position to 56 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Berman Capital Advisors first reported a position in EPAC in Q2 2021 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold EPAC as of Q3 2021.

  • Berman Capital Advisors held 56 shares of Enerpac Tool Group worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 8 Enerpac Tool Group shares in Q3 2021, an estimated $199.
  • Enerpac Tool Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1850 holding.
  • Berman Capital Advisors first reported a position in Enerpac Tool Group in Q2 2021 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.