WCM
EPAC icon

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

Weld 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
2021
Q1 		– Sell
-14,641
Closed -$331K – 388
2020
Q4 		$331K Buy
+14,641
New +$306K 0.13% 261
2020
Q3 		– Sell
-20,254
Closed -$356K – 533
2020
Q2 		$356K Buy
+20,254
New +$342K 0.14% 238

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Weld Capital Management's EPAC Position: Q1 2021 in Review

Weld Capital Management sold out of Enerpac Tool Group (EPAC) in Q1 2021, closing a stake of 14,641 shares — an estimated $331K sold.

Weld Capital Management first reported a position in EPAC in Q2 2020 and held it in 2 quarters. The position peaked at $356K in Q2 2020. 143 funds tracked by Wall St. Rank hold EPAC as of Q1 2021.

  • Weld Capital Management reported no remaining Enerpac Tool Group position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 14,641 Enerpac Tool Group shares in Q1 2021, an estimated $331K.
  • Weld Capital Management first reported a position in Enerpac Tool Group in Q2 2020 and held it in 2 quarters.
  • Weld Capital Management's Enerpac Tool Group position peaked at $356K in Q2 2020.
  • 143 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.