Covestor’s Enerpac Tool Group EPAC Stock Holding History

Covestor’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
2026 Q1	$8K	Buy	218 +210	+2,625%	+$8.32K	0.01%	1552
2025 Q4	$0	Hold	8	–	–	﹤0.01%	2381
2025 Q3	$0	Buy	8 +1	+14%	+$40	﹤0.01%	2405
2025 Q2	$0	Sell	7 -1	-13%	-$42	﹤0.01%	2342
2025 Q1	$0	Buy	8 +2	+33%	+$89	﹤0.01%	2353
2024 Q4	$0	Hold	6	–	–	﹤0.01%	2361
2024 Q3	$0	Buy	6 +2	+50%	+$80	﹤0.01%	2351
2024 Q2	$0	Sell	4 -10	-71%	-$371	﹤0.01%	2365
2024 Q1	$1K	Buy	14 +9	+180%	+$290	﹤0.01%	1956
2023 Q4	$0	Hold	5	–	–	﹤0.01%	2282
2023 Q3	$0	Sell	5 -1	-17%	-$27	﹤0.01%	2260
2023 Q2	$0	Hold	6	–	–	﹤0.01%	2264
2023 Q1	$0	Hold	6	–	–	﹤0.01%	2168
2022 Q4	$0	Sell	6 -3	-33%	-$72	﹤0.01%	2195
2022 Q3	$0	Sell	9 -5	-36%	-$97	﹤0.01%	2142
2022 Q2	$0	Sell	14 -12	-46%	-$242	﹤0.01%	2035
2022 Q1	$1K	Sell	26 -2	-7%	-$38	﹤0.01%	1789
2021 Q4	$1K	Buy	+28	New	+$602	﹤0.01%	1725

Other funds holding EPAC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

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

Kayne Anderson Rudnick Investment Management

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

Capital International Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return