Keeley-Teton Advisors’s Enerpac Tool Group EPAC Stock Holding History

Keeley-Teton Advisors’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 Q1	$423K	Buy	9,435 +2,517	+36%	+$112K	0.05%	307
2024 Q4	$284K	Sell	6,918 -34,982	-83%	-$1.6M	0.03%	342
2024 Q3	$1.76M	Hold	41,900	–	–	0.19%	183
2024 Q2	$1.6M	Hold	41,900	–	–	0.2%	173
2024 Q1	$1.49M	Hold	41,900	–	–	0.18%	179
2023 Q4	$1.3M	Hold	41,900	–	–	0.17%	186
2023 Q3	$1.11M	Hold	41,900	–	–	0.16%	192
2023 Q2	$1.13M	Hold	41,900	–	–	0.14%	203
2023 Q1	$1.07M	Buy	41,900 +2,000	+5%	+$52.8K	0.13%	208
2022 Q4	$1.02M	Buy	39,900 +9,600	+32%	+$231K	0.13%	202
2022 Q3	$540K	Buy	30,300 +7,000	+30%	+$136K	0.07%	261
2022 Q2	$443K	Hold	23,300	–	–	0.06%	305
2022 Q1	$510K	Buy	+23,300	New	+$441K	0.05%	306

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

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

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

CIP

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Keeley-Teton Advisors's EPAC Position: Q1 2025 in Review

Keeley-Teton Advisors increased its Enerpac Tool Group (EPAC) stake by 36% in Q1 2025, buying an estimated $112K and bringing the position to 9,435 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #307.

Keeley-Teton Advisors first reported a position in EPAC in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.76M in Q3 2024. 258 funds tracked by Wall St. Rank hold EPAC as of Q1 2025.

Keeley-Teton Advisors held 9,435 shares of Enerpac Tool Group worth $423K as of Q1 2025.
Keeley-Teton Advisors bought 2,517 Enerpac Tool Group shares in Q1 2025, an estimated $112K.
Enerpac Tool Group made up 0.05% of Keeley-Teton Advisors's portfolio in Q1 2025, its #307 holding.
Keeley-Teton Advisors first reported a position in Enerpac Tool Group in Q1 2022 and has held it in 13 quarters since.
Keeley-Teton Advisors's Enerpac Tool Group position peaked at $1.76M in Q3 2024.
258 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.