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Jefferies Financial Group’s Enerpac Tool Group EPAC Stock Holding History

Jefferies Financial Group’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
-29,792
Closed -$1.06M – 1533
2024
Q1 		$1.06M Buy
+29,792
New +$959K 0.01% 803
2018
Q1 		– Sell
-14,292
Closed -$362K – 86
2017
Q4 		$362K Hold
14,292
– – 0.03% 81
2017
Q3 		$366K Buy
+14,292
New +$350K 0.03% 60

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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

Jefferies Financial Group's EPAC Position: Q2 2024 in Review

Jefferies Financial Group sold out of Enerpac Tool Group (EPAC) in Q2 2024, closing a stake of 29,792 shares — an estimated $1.06M sold.

Jefferies Financial Group first reported a position in EPAC in Q3 2017 and held it in 3 quarters. The position peaked at $1.06M in Q1 2024. 219 funds tracked by Wall St. Rank hold EPAC as of Q2 2024.

  • Jefferies Financial Group reported no remaining Enerpac Tool Group position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 29,792 Enerpac Tool Group shares in Q2 2024, an estimated $1.06M.
  • Jefferies Financial Group first reported a position in Enerpac Tool Group in Q3 2017 and held it in 3 quarters.
  • Jefferies Financial Group's Enerpac Tool Group position peaked at $1.06M in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.