Coppell Advisory Solutions’s Enerpac Tool Group EPAC Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-240	Closed	-$9.93K	–	781
2024 Q4	$9.93K	Hold	240	–	–	﹤0.01%	1119
2024 Q3	$10K	Hold	240	–	–	﹤0.01%	1081
2024 Q2	$9.16K	Buy	+240	New	+$8.89K	﹤0.01%	1035
2023 Q4	$7.46K	Hold	240	–	–	﹤0.01%	1012
2023 Q3	$6.11K	Hold	240	–	–	﹤0.01%	684
2023 Q2	$6.51K	Buy	+240	New	+$6.09K	﹤0.01%	793
2023 Q1	–	Sell	-240	Closed	-$6.11K	–	461
2022 Q4	$6.11K	Buy	+240	New	+$5.78K	﹤0.01%	688

Other funds holding EPAC

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Coppell Advisory Solutions's EPAC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Enerpac Tool Group (EPAC) in Q1 2025, closing a stake of 240 shares — an estimated $9.93K sold.

Coppell Advisory Solutions first reported a position in EPAC in Q4 2022 and held it in 7 quarters. The position peaked at $10K in Q3 2024. 258 funds tracked by Wall St. Rank hold EPAC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Enerpac Tool Group position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 240 Enerpac Tool Group shares in Q1 2025, an estimated $9.93K.
Coppell Advisory Solutions first reported a position in Enerpac Tool Group in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Enerpac Tool Group position peaked at $10K in Q3 2024.
258 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.