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Advisor Group’s EnerSys ENS Stock Holding History

Advisor Group’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$230K Buy
3,073
+366
+14% +$25.4K ﹤0.01% 2285
2019
Q3 		$179K Sell
2,707
-88
-3% -$5.53K ﹤0.01% 2401
2019
Q2 		$191K Buy
2,795
+117
+4% +$7.65K ﹤0.01% 2344
2019
Q1 		$174K Buy
2,678
+316
+13% +$23.9K ﹤0.01% 2391
2018
Q4 		$183K Buy
2,362
+410
+21% +$33.3K ﹤0.01% 2155
2018
Q3 		$170K Buy
1,952
+925
+90% +$74.3K ﹤0.01% 2310
2018
Q2 		$77K Sell
1,027
-87
-8% -$6.5K ﹤0.01% 2736
2018
Q1 		$77K Sell
1,114
-609
-35% -$43.3K ﹤0.01% 2759
2017
Q4 		$120K Buy
1,723
+240
+16% +$16.4K ﹤0.01% 2431
2017
Q3 		$103K Hold
1,483
– – ﹤0.01% 2373
2017
Q2 		$107K Buy
1,483
+18
+1% +$1.42K ﹤0.01% 2254
2017
Q1 		$115K Buy
1,465
+80
+6% +$6.24K ﹤0.01% 2063
2016
Q4 		$108K Sell
1,385
-49
-3% -$3.59K ﹤0.01% 2006
2016
Q3 		$99K Buy
1,434
+72
+5% +$4.8K ﹤0.01% 2005
2016
Q2 		$78K Buy
+1,362
New +$80.4K ﹤0.01% 2100

Other funds holding ENS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's ENS Position: Q4 2019 in Review

Advisor Group increased its EnerSys (ENS) stake by 14% in Q4 2019, buying an estimated $25.4K and bringing the position to 3,073 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Advisor Group first reported a position in ENS in Q2 2016 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold ENS as of Q4 2019.

  • Advisor Group held 3,073 shares of EnerSys worth $230K as of Q4 2019.
  • Advisor Group bought 366 EnerSys shares in Q4 2019, an estimated $25.4K.
  • EnerSys made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2285 holding.
  • Advisor Group first reported a position in EnerSys in Q2 2016 and has held it in 15 quarters since.
  • 252 funds tracked by Wall St. Rank held EnerSys as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.