CIM Investment Management’s Enerpac Tool Group EPAC Stock Holding History

CIM Investment Management’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 Q1	–	Sell	-12,042	Closed	-$244K	–	268
2021 Q4	$244K	Hold	12,042	–	–	0.07%	247
2021 Q3	$250K	Hold	12,042	–	–	0.08%	236
2021 Q2	$321K	Hold	12,042	–	–	0.1%	195
2021 Q1	$315K	Sell	12,042 -718	-6%	-$17.1K	0.1%	194
2020 Q4	$289K	Hold	12,760	–	–	0.09%	213
2020 Q3	$240K	Buy	+12,760	New	+$254K	0.09%	208
2018 Q3	–	Sell	-13,156	Closed	-$386K	–	334
2018 Q2	$386K	Hold	13,156	–	–	0.13%	220
2018 Q1	$306K	Hold	13,156	–	–	0.1%	262
2017 Q4	$333K	Sell	13,156 -226	-2%	-$5.82K	0.11%	238
2017 Q3	$343K	Hold	13,382	–	–	0.12%	228
2017 Q2	$329K	Sell	13,382 -414	-3%	-$10.6K	0.12%	251
2017 Q1	$364K	Hold	13,796	–	–	0.13%	225
2016 Q4	$358K	Hold	13,796	–	–	0.13%	220
2016 Q3	$321K	Buy	+13,796	New	+$323K	0.12%	231

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

CCP

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

CIM Investment Management's EPAC Position: Q1 2022 in Review

CIM Investment Management sold out of Enerpac Tool Group (EPAC) in Q1 2022, closing a stake of 12,042 shares — an estimated $244K sold.

CIM Investment Management first reported a position in EPAC in Q3 2016 and held it in 14 quarters. The position peaked at $386K in Q2 2018. 147 funds tracked by Wall St. Rank hold EPAC as of Q1 2022.

CIM Investment Management reported no remaining Enerpac Tool Group position as of Q1 2022 after selling out during the quarter.
CIM Investment Management sold 12,042 Enerpac Tool Group shares in Q1 2022, an estimated $244K.
CIM Investment Management first reported a position in Enerpac Tool Group in Q3 2016 and held it in 14 quarters.
CIM Investment Management's Enerpac Tool Group position peaked at $386K in Q2 2018.
147 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2022.

Based on CIM Investment Management's 13F filing for Q1 2022, filed 17 May 2022.