TD Ameritrade Investment Management’s Enerpac Tool Group EPAC Stock Holding History

TD Ameritrade 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
2023 Q3	–	Sell	-61	Closed	-$2K	–	141
2023 Q2	$2K	Hold	61	–	–	﹤0.01%	447
2023 Q1	$2K	Hold	61	–	–	﹤0.01%	476
2022 Q4	$2K	Sell	61 -30	-33%	-$723	﹤0.01%	484
2022 Q3	$2K	Sell	91 -25	-22%	-$486	﹤0.01%	500
2022 Q2	$2K	Hold	116	–	–	﹤0.01%	535
2022 Q1	$3K	Buy	+116	New	+$2.19K	﹤0.01%	575

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

TD Ameritrade Investment Management's EPAC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Enerpac Tool Group (EPAC) in Q3 2023, closing a stake of 61 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in EPAC in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 177 funds tracked by Wall St. Rank hold EPAC as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Enerpac Tool Group position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 61 Enerpac Tool Group shares in Q3 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in Enerpac Tool Group in Q1 2022 and held it in 6 quarters.
TD Ameritrade Investment Management's Enerpac Tool Group position peaked at $3K in Q1 2022.
177 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.