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Wedge Capital Management’s Enerpac Tool Group EPAC Stock Holding History

Wedge Capital 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
2019
Q4 		– Sell
-12,787
Closed -$281K – 569
2019
Q3 		$281K Sell
12,787
-644,492
-98% -$14.7M ﹤0.01% 491
2019
Q2 		$16.3M Sell
657,279
-24,494
-4% -$601K 0.19% 143
2019
Q1 		$16.6M Sell
681,773
-63,572
-9% -$1.49M 0.19% 149
2018
Q4 		$15.6M Sell
745,345
-113,105
-13% -$2.76M 0.19% 152
2018
Q3 		$24M Sell
858,450
-62,856
-7% -$1.81M 0.23% 137
2018
Q2 		$27M Sell
921,306
-85,733
-9% -$2.13M 0.26% 125
2018
Q1 		$23.4M Sell
1,007,039
-50,534
-5% -$1.22M 0.22% 135
2017
Q4 		$26.8M Buy
1,057,573
+55,133
+5% +$1.42M 0.24% 130
2017
Q3 		$25.7M Sell
1,002,440
-93,773
-9% -$2.29M 0.24% 131
2017
Q2 		$27M Sell
1,096,213
-10,486
-0.9% -$269K 0.26% 131
2017
Q1 		$29.2M Sell
1,106,699
-48,238
-4% -$1.3M 0.28% 118
2016
Q4 		$30M Buy
1,154,937
+45,163
+4% +$1.13M 0.29% 121
2016
Q3 		$25.8M Buy
1,109,774
+6,441
+0.6% +$151K 0.26% 117
2016
Q2 		$24.9M Sell
1,103,333
-25,514
-2% -$655K 0.26% 107
2016
Q1 		$27.9M Buy
1,128,847
+62,367
+6% +$1.44M 0.29% 105
2015
Q4 		$25.6M Sell
1,066,480
-19,175
-2% -$440K 0.27% 134
2015
Q3 		$20M Buy
+1,085,655
New +$23.2M 0.21% 148

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wedge Capital Management's EPAC Position: Q4 2019 in Review

Wedge Capital Management sold out of Enerpac Tool Group (EPAC) in Q4 2019, closing a stake of 12,787 shares — an estimated $281K sold.

Wedge Capital Management first reported a position in EPAC in Q3 2015 and held it in 17 quarters. The position peaked at $30M in Q4 2016. 177 funds tracked by Wall St. Rank hold EPAC as of Q4 2019.

  • Wedge Capital Management reported no remaining Enerpac Tool Group position as of Q4 2019 after selling out during the quarter.
  • Wedge Capital Management sold 12,787 Enerpac Tool Group shares in Q4 2019, an estimated $281K.
  • Wedge Capital Management first reported a position in Enerpac Tool Group in Q3 2015 and held it in 17 quarters.
  • Wedge Capital Management's Enerpac Tool Group position peaked at $30M in Q4 2016.
  • 177 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2019.

Based on Wedge Capital Management's 13F filing for Q4 2019, filed 15 Jan 2020.