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Heck Capital Advisors’s Enerpac Tool Group EPAC Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-2,411
Closed -$99K – 417
2024
Q4 		$99K Buy
+2,411
New +$110K ﹤0.01% 297

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Heck Capital Advisors's EPAC Position: Q1 2025 in Review

Heck Capital Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2025, closing a stake of 2,411 shares — an estimated $99K sold.

Heck Capital Advisors first reported a position in EPAC in Q4 2024 and held it in 1 quarter. The position peaked at $99K in Q4 2024. 258 funds tracked by Wall St. Rank hold EPAC as of Q1 2025.

  • Heck Capital Advisors reported no remaining Enerpac Tool Group position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,411 Enerpac Tool Group shares in Q1 2025, an estimated $99K.
  • Heck Capital Advisors first reported a position in Enerpac Tool Group in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Enerpac Tool Group position peaked at $99K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.