Crossmark Global Holdings’s Enerpac Tool Group EPAC Stock Holding History

Crossmark Global Holdings’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
2018 Q4	–	Sell	-8,462	Closed	-$236K	–	1442
2018 Q3	$236K	Buy	8,462 +310	+4%	+$8.93K	0.01%	1462
2018 Q2	$239K	Buy	+8,152	New	+$202K	0.01%	1450
2018 Q1	–	Sell	-10,654	Closed	-$270K	–	1596
2017 Q4	$270K	Buy	10,654 +92	+0.9%	+$2.37K	0.01%	1429
2017 Q3	$270K	Buy	+10,562	New	+$258K	0.01%	1383
2016 Q3	$270K	Buy	+10,562	New	+$247K	0.01%	1383

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Crossmark Global Holdings's EPAC Position: Q4 2018 in Review

Crossmark Global Holdings sold out of Enerpac Tool Group (EPAC) in Q4 2018, closing a stake of 8,462 shares — an estimated $236K sold.

Crossmark Global Holdings first reported a position in EPAC in Q3 2016 and held it in 5 quarters. The position peaked at $270K in Q4 2017. 173 funds tracked by Wall St. Rank hold EPAC as of Q4 2018.

Crossmark Global Holdings reported no remaining Enerpac Tool Group position as of Q4 2018 after selling out during the quarter.
Crossmark Global Holdings sold 8,462 Enerpac Tool Group shares in Q4 2018, an estimated $236K.
Crossmark Global Holdings first reported a position in Enerpac Tool Group in Q3 2016 and held it in 5 quarters.
Crossmark Global Holdings's Enerpac Tool Group position peaked at $270K in Q4 2017.
173 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.