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

Sonora Investment 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
2020
Q4 		– Sell
-61
Closed -$1K – 1711
2020
Q3 		$1K Hold
61
– – ﹤0.01% 1704
2020
Q2 		$1K Buy
+61
New +$1.03K ﹤0.01% 1660

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Sonora Investment Management's EPAC Position: Q4 2020 in Review

Sonora Investment Management sold out of Enerpac Tool Group (EPAC) in Q4 2020, closing a stake of 61 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in EPAC in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 144 funds tracked by Wall St. Rank hold EPAC as of Q4 2020.

  • Sonora Investment Management reported no remaining Enerpac Tool Group position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 61 Enerpac Tool Group shares in Q4 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in Enerpac Tool Group in Q2 2020 and held it in 2 quarters.
  • Sonora Investment Management's Enerpac Tool Group position peaked at $1K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.