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Sapience Investments’s Enerpac Tool Group EPAC Stock Holding History

Sapience Investments’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
2017
Q4 		– Sell
-320,175
Closed -$8.2M – 78
2017
Q3 		$8.2M Buy
320,175
+12,550
+4% +$307K 1.15% 39
2017
Q2 		$7.57M Buy
307,625
+84,028
+38% +$2.15M 1.19% 43
2017
Q1 		$5.89M Buy
223,597
+104,742
+88% +$2.81M 0.97% 58
2016
Q4 		$3.08M Buy
+118,855
New +$2.97M 0.95% 59

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sapience Investments's EPAC Position: Q4 2017 in Review

Sapience Investments sold out of Enerpac Tool Group (EPAC) in Q4 2017, closing a stake of 320,175 shares — an estimated $8.2M sold.

Sapience Investments first reported a position in EPAC in Q4 2016 and held it in 4 quarters. The position peaked at $8.2M in Q3 2017. 172 funds tracked by Wall St. Rank hold EPAC as of Q4 2017.

  • Sapience Investments reported no remaining Enerpac Tool Group position as of Q4 2017 after selling out during the quarter.
  • Sapience Investments sold 320,175 Enerpac Tool Group shares in Q4 2017, an estimated $8.2M.
  • Sapience Investments first reported a position in Enerpac Tool Group in Q4 2016 and held it in 4 quarters.
  • Sapience Investments's Enerpac Tool Group position peaked at $8.2M in Q3 2017.
  • 172 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2017.

Based on Sapience Investments's 13F filing for Q4 2017, filed 14 Feb 2018.