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Toth Financial Advisory’s Enerpac Tool Group EPAC Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-33,000
Closed -$842K – 809
2023
Q1 		$842K Hold
33,000
– – 0.13% 121
2022
Q4 		$840K Buy
+33,000
New +$795K 0.14% 118

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toth Financial Advisory's EPAC Position: Q2 2023 in Review

Toth Financial Advisory sold out of Enerpac Tool Group (EPAC) in Q2 2023, closing a stake of 33,000 shares — an estimated $842K sold.

Toth Financial Advisory first reported a position in EPAC in Q4 2022 and held it in 2 quarters. The position peaked at $842K in Q1 2023. 182 funds tracked by Wall St. Rank hold EPAC as of Q2 2023.

  • Toth Financial Advisory reported no remaining Enerpac Tool Group position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 33,000 Enerpac Tool Group shares in Q2 2023, an estimated $842K.
  • Toth Financial Advisory first reported a position in Enerpac Tool Group in Q4 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Enerpac Tool Group position peaked at $842K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.