Mesirow Institutional Investment Management’s Enerpac Tool Group EPAC Stock Holding History

Mesirow Institutional Investment Management’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
2024 Q4	$13.3M	Buy	323,969 +11,608	+4%	+$531K	1.02%	58
2024 Q3	$13.1M	Buy	312,361 +9,685	+3%	+$388K	1%	56
2024 Q2	$11.6M	Sell	302,676 -130,389	-30%	-$4.83M	1.01%	55
2024 Q1	$15.4M	Sell	433,065 -74,342	-15%	-$2.39M	1.37%	18
2023 Q4	$15.8M	Buy	507,407 +76	+0%	+$2.17K	1.48%	15
2023 Q3	$13.4M	Buy	507,331 +18,455	+4%	+$493K	1.36%	18
2023 Q2	$13.2M	Buy	488,876 +81,627	+20%	+$2.07M	1.36%	19
2023 Q1	$10.4M	Buy	407,249 +49,250	+14%	+$1.3M	1.13%	28
2022 Q4	$9.11M	Buy	+357,999	New	+$8.63M	1.2%	33

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mesirow Institutional Investment Management's EPAC Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its Enerpac Tool Group (EPAC) stake by 3.7% in Q4 2024, buying an estimated $531K and bringing the position to 323,969 shares worth $13.3M. The position accounts for 1.02% of the portfolio, ranked #58.

Mesirow Institutional Investment Management first reported a position in EPAC in Q4 2022 and has held it in 9 quarters since. The position peaked at $15.8M in Q4 2023. 244 funds tracked by Wall St. Rank hold EPAC as of Q4 2024.

Mesirow Institutional Investment Management held 323,969 shares of Enerpac Tool Group worth $13.3M as of Q4 2024.
Mesirow Institutional Investment Management bought 11,608 Enerpac Tool Group shares in Q4 2024, an estimated $531K.
Enerpac Tool Group made up 1.02% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #58 holding.
Mesirow Institutional Investment Management first reported a position in Enerpac Tool Group in Q4 2022 and has held it in 9 quarters since.
Mesirow Institutional Investment Management's Enerpac Tool Group position peaked at $15.8M in Q4 2023.
244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.