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OneDigital Investment Advisors’s Enerpac Tool Group EPAC Stock Holding History

OneDigital Investment 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
2024
Q4 		– Sell
-14,833
Closed -$621K – 1437
2024
Q3 		$621K Buy
14,833
+125
+0.8% +$5.01K 0.01% 849
2024
Q2 		$562K Buy
14,708
+1,607
+12% +$59.6K 0.01% 851
2024
Q1 		$467K Buy
13,101
+255
+2% +$8.21K 0.01% 758
2023
Q4 		$399K Sell
12,846
-421
-3% -$12K 0.01% 805
2023
Q3 		$351K Buy
13,267
+31
+0.2% +$828 0.01% 755
2023
Q2 		$357K Buy
+13,236
New +$336K 0.01% 758

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

OneDigital Investment Advisors's EPAC Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Enerpac Tool Group (EPAC) in Q4 2024, closing a stake of 14,833 shares — an estimated $621K sold.

OneDigital Investment Advisors first reported a position in EPAC in Q2 2023 and held it in 6 quarters. The position peaked at $621K in Q3 2024. 244 funds tracked by Wall St. Rank hold EPAC as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Enerpac Tool Group position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,833 Enerpac Tool Group shares in Q4 2024, an estimated $621K.
  • OneDigital Investment Advisors first reported a position in Enerpac Tool Group in Q2 2023 and held it in 6 quarters.
  • OneDigital Investment Advisors's Enerpac Tool Group position peaked at $621K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.