Zeke Capital Advisors’s Enerpac Tool Group EPAC Stock Holding History

Zeke Capital Advisors’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
2020 Q1	–	Sell	-20,618	Closed	-$537K	–	328
2019 Q4	$537K	Buy	20,618 +5,977	+41%	+$146K	0.04%	357
2019 Q3	$321K	Buy	14,641 +2,806	+24%	+$64.2K	0.03%	447
2019 Q2	$294K	Hold	11,835	–	–	0.03%	476
2019 Q1	$288K	Buy	11,835 +1,024	+9%	+$24K	0.03%	478
2018 Q4	$227K	Sell	10,811 -5,143	-32%	-$125K	0.02%	489
2018 Q3	$445K	Buy	+15,954	New	+$460K	0.04%	429

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zeke Capital Advisors's EPAC Position: Q1 2020 in Review

Zeke Capital Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2020, closing a stake of 20,618 shares — an estimated $537K sold.

Zeke Capital Advisors first reported a position in EPAC in Q3 2018 and held it in 6 quarters. The position peaked at $537K in Q4 2019. 152 funds tracked by Wall St. Rank hold EPAC as of Q1 2020.

Zeke Capital Advisors reported no remaining Enerpac Tool Group position as of Q1 2020 after selling out during the quarter.
Zeke Capital Advisors sold 20,618 Enerpac Tool Group shares in Q1 2020, an estimated $537K.
Zeke Capital Advisors first reported a position in Enerpac Tool Group in Q3 2018 and held it in 6 quarters.
Zeke Capital Advisors's Enerpac Tool Group position peaked at $537K in Q4 2019.
152 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.