Schroder Investment Management Group
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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

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SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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.