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USA Financial Formulas’s Enerpac Tool Group EPAC Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-2,034
Closed -$83.6K – 312
2024
Q4 		$83.6K Buy
2,034
+139
+7% +$6.36K 0.01% 213
2024
Q3 		$79.4K Buy
1,895
+254
+15% +$10.2K 0.01% 191
2024
Q2 		$62.7K Buy
1,641
+893
+119% +$33.1K 0.01% 209
2024
Q1 		$26.7K Buy
+748
New +$24.1K ﹤0.01% 254

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

USA Financial Formulas's EPAC Position: Q1 2025 in Review

USA Financial Formulas sold out of Enerpac Tool Group (EPAC) in Q1 2025, closing a stake of 2,034 shares — an estimated $83.6K sold.

USA Financial Formulas first reported a position in EPAC in Q1 2024 and held it in 4 quarters. The position peaked at $83.6K in Q4 2024. 258 funds tracked by Wall St. Rank hold EPAC as of Q1 2025.

  • USA Financial Formulas reported no remaining Enerpac Tool Group position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 2,034 Enerpac Tool Group shares in Q1 2025, an estimated $83.6K.
  • USA Financial Formulas first reported a position in Enerpac Tool Group in Q1 2024 and held it in 4 quarters.
  • USA Financial Formulas's Enerpac Tool Group position peaked at $83.6K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.