Schroder Investment Management Group
EPAC icon

Schroder Investment Management Group’s Enerpac Tool Group EPAC Stock Holding History

Schroder Investment Management Group’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
2020
Q1 		– Sell
-51,920
Closed -$1.35M – 1327
2019
Q4 		$1.35M Buy
+51,920
New +$1.27M ﹤0.01% 930
2016
Q3 		– Sell
-3,000
Closed -$68K – 1152
2016
Q2 		$68K Buy
+3,000
New +$77K ﹤0.01% 1074

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schroder Investment Management Group's EPAC Position: Q1 2020 in Review

Schroder Investment Management Group sold out of Enerpac Tool Group (EPAC) in Q1 2020, closing a stake of 51,920 shares — an estimated $1.35M sold.

Schroder Investment Management Group first reported a position in EPAC in Q2 2016 and held it in 2 quarters. The position peaked at $1.35M in Q4 2019. 152 funds tracked by Wall St. Rank hold EPAC as of Q1 2020.

  • Schroder Investment Management Group reported no remaining Enerpac Tool Group position as of Q1 2020 after selling out during the quarter.
  • Schroder Investment Management Group sold 51,920 Enerpac Tool Group shares in Q1 2020, an estimated $1.35M.
  • Schroder Investment Management Group first reported a position in Enerpac Tool Group in Q2 2016 and held it in 2 quarters.
  • Schroder Investment Management Group's Enerpac Tool Group position peaked at $1.35M in Q4 2019.
  • 152 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2020.

Based on Schroder Investment Management Group's 13F filing for Q1 2020, filed 15 May 2020.