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KB Financial Partners’s Enerpac Tool Group EPAC Stock Holding History

KB Financial Partners’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
2023
Q3 		$351K Buy
13,267
+31
+0.2% +$828 0.1% 129
2023
Q2 		$357K Buy
+13,236
New +$336K 0.1% 134

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KB Financial Partners's EPAC Position: Q3 2023 in Review

KB Financial Partners increased its Enerpac Tool Group (EPAC) stake by 0.23% in Q3 2023, buying an estimated $828 and bringing the position to 13,267 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #129.

KB Financial Partners first reported a position in EPAC in Q2 2023 and has held it in 2 quarters since. The position peaked at $357K in Q2 2023. 177 funds tracked by Wall St. Rank hold EPAC as of Q3 2023.

  • KB Financial Partners held 13,267 shares of Enerpac Tool Group worth $351K as of Q3 2023.
  • KB Financial Partners bought 31 Enerpac Tool Group shares in Q3 2023, an estimated $828.
  • Enerpac Tool Group made up 0.1% of KB Financial Partners's portfolio in Q3 2023, its #129 holding.
  • KB Financial Partners first reported a position in Enerpac Tool Group in Q2 2023 and has held it in 2 quarters since.
  • KB Financial Partners's Enerpac Tool Group position peaked at $357K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.