Gofen & Glossberg’s Enerpac Tool Group EPAC Stock Holding History

Gofen & Glossberg’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
2020 Q2	–	Sell	-10,984	Closed	-$182K	–	453
2020 Q1	$182K	Hold	10,984	–	–	0.01%	403
2019 Q4	$286K	Hold	10,984	–	–	0.01%	381
2019 Q3	$241K	Hold	10,984	–	–	0.01%	395
2019 Q2	$273K	Hold	10,984	–	–	0.01%	370
2019 Q1	$268K	Hold	10,984	–	–	0.01%	367
2018 Q4	$231K	Hold	10,984	–	–	0.01%	370
2018 Q3	$306K	Hold	10,984	–	–	0.01%	362
2018 Q2	$322K	Hold	10,984	–	–	0.01%	348
2018 Q1	$255K	Sell	10,984 -800	-7%	-$19.3K	0.01%	388
2017 Q4	$298K	Hold	11,784	–	–	0.01%	385
2017 Q3	$302K	Hold	11,784	–	–	0.01%	377
2017 Q2	$290K	Hold	11,784	–	–	0.01%	379
2017 Q1	$311K	Hold	11,784	–	–	0.01%	363
2016 Q4	$306K	Hold	11,784	–	–	0.01%	345
2016 Q3	$274K	Hold	11,784	–	–	0.01%	369
2016 Q2	$266K	Hold	11,784	–	–	0.01%	369
2016 Q1	$291K	Hold	11,784	–	–	0.01%	354
2015 Q4	$282K	Hold	11,784	–	–	0.01%	356
2015 Q3	$217K	Hold	11,784	–	–	0.01%	400
2015 Q2	$272K	Hold	11,784	–	–	0.01%	377
2015 Q1	$280K	Hold	11,784	–	–	0.01%	373
2014 Q4	$321K	Hold	11,784	–	–	0.01%	334
2014 Q3	$360K	Hold	11,784	–	–	0.02%	313
2014 Q2	$407K	Hold	11,784	–	–	0.02%	299
2014 Q1	$413K	Hold	11,784	–	–	0.02%	289
2013 Q4	$432K	Hold	11,784	–	–	0.02%	272
2013 Q3	$458K	Hold	11,784	–	–	0.02%	262
2013 Q2	$389K	Buy	+11,784	New	+$377K	0.02%	270

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gofen & Glossberg's EPAC Position: Q2 2020 in Review

Gofen & Glossberg sold out of Enerpac Tool Group (EPAC) in Q2 2020, closing a stake of 10,984 shares — an estimated $182K sold.

Gofen & Glossberg first reported a position in EPAC in Q2 2013 and held it in 28 quarters. The position peaked at $458K in Q3 2013. 161 funds tracked by Wall St. Rank hold EPAC as of Q2 2020.

Gofen & Glossberg reported no remaining Enerpac Tool Group position as of Q2 2020 after selling out during the quarter.
Gofen & Glossberg sold 10,984 Enerpac Tool Group shares in Q2 2020, an estimated $182K.
Gofen & Glossberg first reported a position in Enerpac Tool Group in Q2 2013 and held it in 28 quarters.
Gofen & Glossberg's Enerpac Tool Group position peaked at $458K in Q3 2013.
161 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2020.

Based on Gofen & Glossberg's 13F filing for Q2 2020, filed 13 Jul 2020.