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Orion Portfolio Solutions’s Enerpac Tool Group EPAC Stock Holding History

Orion Portfolio Solutions’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
-5,670
Closed -$238K – 1844
2024
Q3 		$238K Sell
5,670
-84
-1% -$3.37K ﹤0.01% 1633
2024
Q2 		$220K Buy
+5,754
New +$213K ﹤0.01% 1601
2020
Q3 		– Sell
-46
Closed -$1K – 896
2020
Q2 		$1K Buy
+46
New +$777 ﹤0.01% 1954

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

Orion Portfolio Solutions's EPAC Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Enerpac Tool Group (EPAC) in Q4 2024, closing a stake of 5,670 shares — an estimated $238K sold.

Orion Portfolio Solutions first reported a position in EPAC in Q2 2020 and held it in 3 quarters. The position peaked at $238K in Q3 2024. 244 funds tracked by Wall St. Rank hold EPAC as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Enerpac Tool Group position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,670 Enerpac Tool Group shares in Q4 2024, an estimated $238K.
  • Orion Portfolio Solutions first reported a position in Enerpac Tool Group in Q2 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's Enerpac Tool Group position peaked at $238K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.