Lido Advisors
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Lido Advisors’s Enerpac Tool Group EPAC Stock Holding History

Lido 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
2022
Q3 		– Sell
-16,570
Closed -$315K – 970
2022
Q2 		$315K Buy
+16,570
New +$334K ﹤0.01% 720

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T. Rowe Price Investment Management
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CCP
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's EPAC Position: Q3 2022 in Review

Lido Advisors sold out of Enerpac Tool Group (EPAC) in Q3 2022, closing a stake of 16,570 shares — an estimated $315K sold.

Lido Advisors first reported a position in EPAC in Q2 2022 and held it in 1 quarter. The position peaked at $315K in Q2 2022. 173 funds tracked by Wall St. Rank hold EPAC as of Q3 2022.

  • Lido Advisors reported no remaining Enerpac Tool Group position as of Q3 2022 after selling out during the quarter.
  • Lido Advisors sold 16,570 Enerpac Tool Group shares in Q3 2022, an estimated $315K.
  • Lido Advisors first reported a position in Enerpac Tool Group in Q2 2022 and held it in 1 quarter.
  • Lido Advisors's Enerpac Tool Group position peaked at $315K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.