EVM
EPAC icon

Eaton Vance Management’s Enerpac Tool Group EPAC Stock Holding History

Eaton Vance 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
-657
Closed -$13K – 2067
2021
Q4 		$13K Buy
657
+52
+9% +$1.12K ﹤0.01% 2490
2021
Q3 		$4K Buy
605
+139
+30% +$3.46K ﹤0.01% 1833
2021
Q2 		$12K Buy
466
+189
+68% +$5.04K ﹤0.01% 2512
2021
Q1 		$7K Buy
+277
New +$6.59K ﹤0.01% 2450

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
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

Eaton Vance Management's EPAC Position: Q1 2022 in Review

Eaton Vance Management sold out of Enerpac Tool Group (EPAC) in Q1 2022, closing a stake of 657 shares — an estimated $13K sold.

Eaton Vance Management first reported a position in EPAC in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 147 funds tracked by Wall St. Rank hold EPAC as of Q1 2022.

  • Eaton Vance Management reported no remaining Enerpac Tool Group position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 657 Enerpac Tool Group shares in Q1 2022, an estimated $13K.
  • Eaton Vance Management first reported a position in Enerpac Tool Group in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Enerpac Tool Group position peaked at $13K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.