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The Family Firm’s Enerpac Tool Group EPAC Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-411
Closed -$15.7K – 396
2024
Q2 		$15.7K Buy
+411
New +$15.2K ﹤0.01% 606

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

The Family Firm's EPAC Position: Q3 2024 in Review

The Family Firm sold out of Enerpac Tool Group (EPAC) in Q3 2024, closing a stake of 411 shares — an estimated $15.7K sold.

The Family Firm first reported a position in EPAC in Q2 2024 and held it in 1 quarter. The position peaked at $15.7K in Q2 2024. 234 funds tracked by Wall St. Rank hold EPAC as of Q3 2024.

  • The Family Firm reported no remaining Enerpac Tool Group position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 411 Enerpac Tool Group shares in Q3 2024, an estimated $15.7K.
  • The Family Firm first reported a position in Enerpac Tool Group in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Enerpac Tool Group position peaked at $15.7K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.