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EPAC icon

Inspire Investing’s Enerpac Tool Group EPAC Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-16,170
Closed -$430K – 839
2021
Q2 		$430K Buy
16,170
+490
+3% +$13.1K 0.06% 400
2021
Q1 		$410K Buy
+15,680
New +$373K 0.06% 388
2020
Q3 		– Sell
-12,338
Closed -$217K – 471
2020
Q2 		$217K Sell
12,338
-311
-2% -$5.25K 0.07% 402
2020
Q1 		$209K Buy
+12,649
New +$281K 0.08% 403
2018
Q1 		– Sell
-2,185
Closed -$55K – 350
2017
Q4 		$55K Buy
+2,185
New +$56.3K 0.05% 617

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
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

Inspire Investing's EPAC Position: Q3 2021 in Review

Inspire Investing sold out of Enerpac Tool Group (EPAC) in Q3 2021, closing a stake of 16,170 shares — an estimated $430K sold.

Inspire Investing first reported a position in EPAC in Q4 2017 and held it in 5 quarters. The position peaked at $430K in Q2 2021. 150 funds tracked by Wall St. Rank hold EPAC as of Q3 2021.

  • Inspire Investing reported no remaining Enerpac Tool Group position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 16,170 Enerpac Tool Group shares in Q3 2021, an estimated $430K.
  • Inspire Investing first reported a position in Enerpac Tool Group in Q4 2017 and held it in 5 quarters.
  • Inspire Investing's Enerpac Tool Group position peaked at $430K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.