Jupiter Asset Management’s Enerpac Tool Group EPAC Stock Holding History

Jupiter 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
2025 Q3	–	Sell	-31,639	Closed	-$1.28M	–	473
2025 Q2	$1.28M	Hold	31,639	–	–	0.01%	355
2025 Q1	$1.42M	Sell	31,639 -102,413	-76%	-$4.54M	0.01%	353
2024 Q4	$5.51M	Sell	134,052 -8,269	-6%	-$379K	0.05%	270
2024 Q3	$5.96M	Buy	142,321 +30,434	+27%	+$1.22M	0.05%	269
2024 Q2	$4.27M	Buy	111,887 +48,644	+77%	+$1.8M	0.04%	280
2024 Q1	$2.26M	Hold	63,243	–	–	0.02%	303
2023 Q4	$1.97M	Buy	+63,243	New	+$1.8M	0.02%	335
2023 Q2	–	Sell	-8,841	Closed	-$225K	–	522
2023 Q1	$225K	Sell	8,841 -3,347	-27%	-$88.3K	﹤0.01%	392
2022 Q4	$310K	Buy	+12,188	New	+$294K	﹤0.01%	426

Other funds holding EPAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Asset Management's EPAC Position: Q3 2025 in Review

Jupiter Asset Management sold out of Enerpac Tool Group (EPAC) in Q3 2025, closing a stake of 31,639 shares — an estimated $1.28M sold.

Jupiter Asset Management first reported a position in EPAC in Q4 2022 and held it in 9 quarters. The position peaked at $5.96M in Q3 2024. 244 funds tracked by Wall St. Rank hold EPAC as of Q3 2025.

Jupiter Asset Management reported no remaining Enerpac Tool Group position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 31,639 Enerpac Tool Group shares in Q3 2025, an estimated $1.28M.
Jupiter Asset Management first reported a position in Enerpac Tool Group in Q4 2022 and held it in 9 quarters.
Jupiter Asset Management's Enerpac Tool Group position peaked at $5.96M in Q3 2024.
244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.