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Hennion & Walsh Asset Management’s Enerpac Tool Group EPAC Stock Holding History

Hennion & Walsh Asset 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
2024
Q4 		– Sell
-5,444
Closed -$228K – 867
2024
Q3 		$228K Buy
5,444
+99
+2% +$3.97K 0.01% 809
2024
Q2 		$204K Buy
+5,345
New +$198K 0.01% 804

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hennion & Walsh Asset Management's EPAC Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of Enerpac Tool Group (EPAC) in Q4 2024, closing a stake of 5,444 shares — an estimated $228K sold.

Hennion & Walsh Asset Management first reported a position in EPAC in Q2 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 244 funds tracked by Wall St. Rank hold EPAC as of Q4 2024.

  • Hennion & Walsh Asset Management reported no remaining Enerpac Tool Group position as of Q4 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 5,444 Enerpac Tool Group shares in Q4 2024, an estimated $228K.
  • Hennion & Walsh Asset Management first reported a position in Enerpac Tool Group in Q2 2024 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Enerpac Tool Group position peaked at $228K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.