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Tarbox Family Office’s Enerpac Tool Group EPAC Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-71
Closed -$1K – 1188
2020
Q1 		$1K Buy
71
+30
+73% +$666 ﹤0.01% 843
2019
Q4 		$1K Hold
41
– – ﹤0.01% 957
2019
Q3 		$1K Hold
41
– – ﹤0.01% 902
2019
Q2 		$1K Buy
+41
New +$1.01K ﹤0.01% 924

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tarbox Family Office's EPAC Position: Q2 2020 in Review

Tarbox Family Office sold out of Enerpac Tool Group (EPAC) in Q2 2020, closing a stake of 71 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in EPAC in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 161 funds tracked by Wall St. Rank hold EPAC as of Q2 2020.

  • Tarbox Family Office reported no remaining Enerpac Tool Group position as of Q2 2020 after selling out during the quarter.
  • Tarbox Family Office sold 71 Enerpac Tool Group shares in Q2 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Enerpac Tool Group in Q2 2019 and held it in 4 quarters.
  • Tarbox Family Office's Enerpac Tool Group position peaked at $1K in Q1 2020.
  • 161 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.