Lindbrook Capital’s Enerpac Tool Group EPAC Stock Holding History

Lindbrook Capital’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	$897	Buy	+20	New	+$887	﹤0.01%	2495
2023 Q1	–	Sell	-9	Closed	-$229	–	2818
2022 Q4	$229	Sell	9 -29	-76%	-$699	﹤0.01%	2712
2022 Q3	$1K	Sell	38 -104	-73%	-$2.02K	﹤0.01%	2307
2022 Q2	$3K	Hold	142	–	–	﹤0.01%	1772
2022 Q1	$3K	Buy	+142	New	+$2.69K	﹤0.01%	1811
2020 Q2	–	Sell	-211	Closed	-$3K	–	1760
2020 Q1	$3K	Hold	211	–	–	﹤0.01%	1177
2019 Q4	$5K	Buy	211 +58	+38%	+$1.42K	﹤0.01%	1100
2019 Q3	$3K	Sell	153 -38	-20%	-$870	﹤0.01%	1168
2019 Q2	$4K	Hold	191	–	–	﹤0.01%	1094
2019 Q1	$4K	Hold	191	–	–	﹤0.01%	1114
2018 Q4	$4K	Buy	+191	New	+$4.65K	﹤0.01%	1056

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's EPAC Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Enerpac Tool Group (EPAC) in Q1 2025: 20 shares worth $897. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in EPAC as recently as Q4 2022.

Lindbrook Capital first reported a position in EPAC in Q4 2018 and has held it in 11 quarters since. The position peaked at $5K in Q4 2019. 258 funds tracked by Wall St. Rank hold EPAC as of Q1 2025.

Lindbrook Capital held 20 shares of Enerpac Tool Group worth $897 as of Q1 2025.
Enerpac Tool Group was a new Lindbrook Capital position in Q1 2025.
Enerpac Tool Group made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2495 holding.
Lindbrook Capital first reported a position in Enerpac Tool Group in Q4 2018 and has held it in 11 quarters since.
Lindbrook Capital's Enerpac Tool Group position peaked at $5K in Q4 2019.
258 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.