Sutton Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-645	Closed	-$16.4K	–	1038
2022 Q4	$16.4K	Hold	645	–	–	0.01%	777
2022 Q3	$11.5K	Sell	645 -7	-1%	-$136	﹤0.01%	847
2022 Q2	$12.4K	Buy	652 +7	+1%	+$141	﹤0.01%	832
2022 Q1	$14.1K	Buy	645 +628	+3,694%	+$11.9K	﹤0.01%	835
2021 Q4	$345	Buy	+17	New	+$365	﹤0.01%	1585
2020 Q2	–	Sell	-236	Closed	-$3.91K	–	1230
2020 Q1	$3.91K	Sell	236 -686	-74%	-$15.2K	﹤0.01%	901
2019 Q4	$24K	Hold	922	–	–	0.01%	529
2019 Q3	$20.2K	Hold	922	–	–	0.01%	579
2019 Q2	$22.9K	Hold	922	–	–	0.01%	528
2019 Q1	$22.5K	Hold	922	–	–	0.01%	535
2018 Q4	$19.4K	Hold	922	–	–	0.01%	535
2018 Q3	$25.7K	Buy	+922	New	+$26.6K	0.02%	499

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's EPAC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2023, closing a stake of 645 shares — an estimated $16.4K sold.

Sutton Wealth Advisors first reported a position in EPAC in Q3 2018 and held it in 12 quarters. The position peaked at $25.7K in Q3 2018. 179 funds tracked by Wall St. Rank hold EPAC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Enerpac Tool Group position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 645 Enerpac Tool Group shares in Q1 2023, an estimated $16.4K.
Sutton Wealth Advisors first reported a position in Enerpac Tool Group in Q3 2018 and held it in 12 quarters.
Sutton Wealth Advisors's Enerpac Tool Group position peaked at $25.7K in Q3 2018.
179 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.