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Crewe Advisors’s Enerpac Tool Group EPAC Stock Holding History

Crewe 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
2022
Q4 		– Sell
-216
Closed -$4K – 1100
2022
Q3 		$4K Hold
216
– – ﹤0.01% 887
2022
Q2 		$4K Buy
+216
New +$4.35K ﹤0.01% 808

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Crewe Advisors's EPAC Position: Q4 2022 in Review

Crewe Advisors sold out of Enerpac Tool Group (EPAC) in Q4 2022, closing a stake of 216 shares — an estimated $4K sold.

Crewe Advisors first reported a position in EPAC in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 194 funds tracked by Wall St. Rank hold EPAC as of Q4 2022.

  • Crewe Advisors reported no remaining Enerpac Tool Group position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 216 Enerpac Tool Group shares in Q4 2022, an estimated $4K.
  • Crewe Advisors first reported a position in Enerpac Tool Group in Q2 2022 and held it in 2 quarters.
  • Crewe Advisors's Enerpac Tool Group position peaked at $4K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.