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Kula Investments’s Enerpac Tool Group EPAC Stock Holding History

Kula Investments’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
Q1 		– Sell
-49,836
Closed -$1.27M – 680
2022
Q4 		$1.27M Buy
+49,836
New +$1.2M 0.37% 25

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Kula Investments's EPAC Position: Q1 2023 in Review

Kula Investments sold out of Enerpac Tool Group (EPAC) in Q1 2023, closing a stake of 49,836 shares — an estimated $1.27M sold.

Kula Investments first reported a position in EPAC in Q4 2022 and held it in 1 quarter. The position peaked at $1.27M in Q4 2022. 179 funds tracked by Wall St. Rank hold EPAC as of Q1 2023.

  • Kula Investments reported no remaining Enerpac Tool Group position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 49,836 Enerpac Tool Group shares in Q1 2023, an estimated $1.27M.
  • Kula Investments first reported a position in Enerpac Tool Group in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Enerpac Tool Group position peaked at $1.27M in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.