Anchor Investment Management’s EnerSys ENS Stock Holding History

Anchor Investment Management’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
2025 Q2	–	Sell	-30	Closed	-$2.75K	–	1052
2025 Q1	$2.75K	Hold	30	–	–	﹤0.01%	927
2024 Q4	$2.77K	Hold	30	–	–	﹤0.01%	918
2024 Q3	$3.06K	Hold	30	–	–	﹤0.01%	915
2024 Q2	$3.11K	Hold	30	–	–	﹤0.01%	879
2024 Q1	$2.83K	Hold	30	–	–	﹤0.01%	912
2023 Q4	$3.03K	Hold	30	–	–	﹤0.01%	848
2023 Q3	$2.84K	Hold	30	–	–	﹤0.01%	877
2023 Q2	$3.26K	Hold	30	–	–	﹤0.01%	860
2023 Q1	$2.61K	Hold	30	–	–	﹤0.01%	885
2022 Q4	$2.21K	Hold	30	–	–	﹤0.01%	871
2022 Q3	$1.75K	Hold	30	–	–	﹤0.01%	894
2022 Q2	$1.77K	Hold	30	–	–	﹤0.01%	898
2022 Q1	$2.24K	Hold	30	–	–	﹤0.01%	905
2021 Q4	$2.37K	Buy	+30	New	+$2.34K	﹤0.01%	926
2018 Q3	–	Sell	-75	Closed	-$5.6K	–	820
2018 Q2	$5.6K	Hold	75	–	–	﹤0.01%	723
2018 Q1	$5.2K	Sell	75 -100	-57%	-$7.11K	﹤0.01%	706
2017 Q4	$12.2K	Hold	175	–	–	﹤0.01%	615
2017 Q3	$12.1K	Hold	175	–	–	﹤0.01%	599
2017 Q2	$12.7K	Hold	175	–	–	﹤0.01%	539
2017 Q1	$13.8K	Hold	175	–	–	﹤0.01%	530
2016 Q4	$13.7K	Buy	+175	New	+$12.8K	0.01%	505

Other funds holding ENS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

EARNEST Partners

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

Geode Capital Management

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

First Trust Advisors

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

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return