Algert Global’s EnerSys ENS Stock Holding History

Algert Global’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
2026 Q1	$39.1M	Sell	225,306 -5,208	-2%	-$882K	0.59%	4
2025 Q4	$33.8M	Buy	230,514 +176,514	+327%	+$23.6M	0.53%	9
2025 Q3	$6.1M	Buy	54,000 +18,700	+53%	+$1.84M	0.1%	352
2025 Q2	$3.03M	Buy	35,300 +19,550	+124%	+$1.7M	0.06%	495
2025 Q1	$1.44M	Buy	+15,750	New	+$1.54M	0.04%	696
2024 Q4	–	Sell	-46,271	Closed	-$4.72M	–	1216
2024 Q3	$4.72M	Buy	46,271 +2,750	+6%	+$277K	0.13%	276
2024 Q2	$4.5M	Buy	+43,521	New	+$4.27M	0.15%	204
2022 Q1	–	Sell	-2,860	Closed	-$226K	–	1210
2021 Q4	$226K	Buy	+2,860	New	+$223K	0.03%	811
2018 Q3	–	Sell	-42,709	Closed	-$3.19M	–	360
2018 Q2	$3.19M	Sell	42,709 -1,570	-4%	-$117K	0.66%	40
2018 Q1	$3.07M	Buy	+44,279	New	+$3.15M	0.6%	53
2016 Q4	–	Sell	-21,345	Closed	-$1.48M	–	354
2016 Q3	$1.48M	Buy	+21,345	New	+$1.42M	0.43%	67

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return