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Investors Research Corp’s Enerpac Tool Group EPAC Stock Holding History

Investors Research Corp’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
Q2 		– Sell
-14,200
Closed -$506K – 1069
2024
Q1 		$506K Hold
14,200
– – 0.12% 210
2023
Q4 		$441K Hold
14,200
– – 0.11% 226
2023
Q3 		$375K Hold
14,200
– – 0.1% 242
2023
Q2 		$383K Hold
14,200
– – 0.1% 245
2023
Q1 		$362K Hold
14,200
– – 0.09% 253
2022
Q4 		$361K Hold
14,200
– – 0.1% 247
2022
Q3 		$253K Hold
14,200
– – 0.08% 273
2022
Q2 		$270K Hold
14,200
– – 0.08% 270
2022
Q1 		$311K Buy
14,200
+1,000
+8% +$18.9K 0.09% 251
2021
Q4 		$268K Sell
13,200
-1,500
-10% -$32.2K 0.08% 268
2021
Q3 		$305K Hold
14,700
– – 0.1% 239
2021
Q2 		$391K Hold
14,700
– – 0.14% 208
2021
Q1 		$384K Sell
14,700
-25,025
-63% -$595K 0.14% 203
2020
Q4 		$898K Sell
39,725
-950
-2% -$19.8K 0.35% 83
2020
Q3 		$765K Sell
40,675
-1,100
-3% -$21.9K 0.37% 78
2020
Q2 		$735K Hold
41,775
– – 0.37% 81
2020
Q1 		$691K Hold
41,775
– – 0.43% 50
2019
Q4 		$1.09M Sell
41,775
-300
-0.7% -$7.32K 0.5% 40
2019
Q3 		$923K Sell
42,075
-1,200
-3% -$27.5K 0.47% 49
2019
Q2 		$1.07M Sell
43,275
-500
-1% -$12.3K 0.56% 31
2019
Q1 		$1.07M Sell
43,775
-400
-0.9% -$9.36K 0.57% 30
2018
Q4 		$927K Buy
44,175
+400
+0.9% +$9.75K 0.65% 33
2018
Q3 		$1.22M Sell
43,775
-950
-2% -$27.4K 0.7% 22
2018
Q2 		$1.31M Buy
44,725
+250
+0.6% +$6.2K 0.76% 16
2018
Q1 		$1.03M Sell
44,475
-1,350
-3% -$32.5K 0.63% 29
2017
Q4 		$1.16M Buy
+45,825
New +$1.18M 0.72% 20

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Investors Research Corp's EPAC Position: Q2 2024 in Review

Investors Research Corp sold out of Enerpac Tool Group (EPAC) in Q2 2024, closing a stake of 14,200 shares — an estimated $506K sold.

Investors Research Corp first reported a position in EPAC in Q4 2017 and held it in 26 quarters. The position peaked at $1.31M in Q2 2018. 219 funds tracked by Wall St. Rank hold EPAC as of Q2 2024.

  • Investors Research Corp reported no remaining Enerpac Tool Group position as of Q2 2024 after selling out during the quarter.
  • Investors Research Corp sold 14,200 Enerpac Tool Group shares in Q2 2024, an estimated $506K.
  • Investors Research Corp first reported a position in Enerpac Tool Group in Q4 2017 and held it in 26 quarters.
  • Investors Research Corp's Enerpac Tool Group position peaked at $1.31M in Q2 2018.
  • 219 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2024.

Based on Investors Research Corp's 13F filing for Q2 2024, filed 31 Jul 2024.