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BOK Financial’s Enerpac Tool Group EPAC Stock Holding History

BOK Financial’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
2024
Q1 		– Sell
-84
Closed -$2.61K – 1227
2023
Q4 		$2.61K Hold
84
– – ﹤0.01% 1086
2023
Q3 		$2.38K Buy
+84
New +$2.24K ﹤0.01% 1022

Other funds holding EPAC

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial's EPAC Position: Q1 2024 in Review

BOK Financial sold out of Enerpac Tool Group (EPAC) in Q1 2024, closing a stake of 84 shares — an estimated $2.61K sold.

BOK Financial first reported a position in EPAC in Q3 2023 and held it in 2 quarters. The position peaked at $2.61K in Q4 2023. 212 funds tracked by Wall St. Rank hold EPAC as of Q1 2024.

  • BOK Financial reported no remaining Enerpac Tool Group position as of Q1 2024 after selling out during the quarter.
  • BOK Financial sold 84 Enerpac Tool Group shares in Q1 2024, an estimated $2.61K.
  • BOK Financial first reported a position in Enerpac Tool Group in Q3 2023 and held it in 2 quarters.
  • BOK Financial's Enerpac Tool Group position peaked at $2.61K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.