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O'Shaughnessy Asset Management’s Enerpac Tool Group EPAC Stock Holding History

O'Shaughnessy Asset 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
2025
Q2 		– Sell
-6,574
Closed -$295K – 2416
2025
Q1 		$295K Sell
6,574
-428
-6% -$19K ﹤0.01% 1595
2024
Q4 		$288K Buy
7,002
+66
+1% +$3.02K ﹤0.01% 1552
2024
Q3 		$305K Buy
6,936
+1,014
+17% +$40.7K ﹤0.01% 1482
2024
Q2 		$226K Buy
+5,922
New +$219K ﹤0.01% 1495

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's EPAC Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 6,574 shares — an estimated $295K sold.

O'Shaughnessy Asset Management first reported a position in EPAC in Q2 2024 and held it in 4 quarters. The position peaked at $305K in Q3 2024. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

  • O'Shaughnessy Asset Management reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 6,574 Enerpac Tool Group shares in Q2 2025, an estimated $295K.
  • O'Shaughnessy Asset Management first reported a position in Enerpac Tool Group in Q2 2024 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Enerpac Tool Group position peaked at $305K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.