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Aperio Group’s EnerSys ENS Stock Holding History

Aperio 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
2020
Q4 		$2.12M Sell
25,553
-1,010
-4% -$79.2K 0.01% 1210
2020
Q3 		$1.78M Buy
26,563
+1,217
+5% +$83.7K 0.01% 1171
2020
Q2 		$1.63M Sell
25,346
-7,204
-22% -$424K 0.01% 1193
2020
Q1 		$1.61M Sell
32,550
-1,621
-5% -$106K 0.01% 1106
2019
Q4 		$2.56M Buy
34,171
+1,210
+4% +$83.8K 0.01% 986
2019
Q3 		$2.17M Buy
32,961
+4,582
+16% +$288K 0.01% 1015
2019
Q2 		$1.94M Buy
28,379
+6,477
+30% +$423K 0.01% 1068
2019
Q1 		$1.43M Sell
21,902
-1,735
-7% -$131K 0.01% 1191
2018
Q4 		$1.83M Buy
23,637
+1,640
+7% +$133K 0.01% 1022
2018
Q3 		$1.92M Buy
21,997
+5
+0% +$402 0.01% 1088
2018
Q2 		$1.64M Buy
21,992
+1,447
+7% +$108K 0.01% 1124
2018
Q1 		$1.43M Buy
20,545
+1,830
+10% +$130K 0.01% 1140
2017
Q4 		$1.3M Sell
18,715
-2,210
-11% -$151K 0.01% 1166
2017
Q3 		$1.45M Buy
20,925
+476
+2% +$32.6K 0.01% 1078
2017
Q2 		$1.48M Buy
20,449
+7,272
+55% +$573K 0.01% 1040
2017
Q1 		$1.04M Buy
13,177
+2,063
+19% +$161K 0.01% 1155
2016
Q4 		$868K Buy
11,114
+44
+0.4% +$3.23K 0.01% 1196
2016
Q3 		$766K Buy
11,070
+1,265
+13% +$84.3K 0.01% 1234
2016
Q2 		$583K Sell
9,805
-104
-1% -$6.14K ﹤0.01% 1306
2016
Q1 		$552K Buy
9,909
+46
+0.5% +$2.38K ﹤0.01% 1311
2015
Q4 		$552K Buy
9,863
+998
+11% +$60.4K 0.01% 1286
2015
Q3 		$475K Sell
8,865
-4,405
-33% -$254K ﹤0.01% 1326
2015
Q2 		$933K Buy
13,270
+1,195
+10% +$82K 0.01% 1001
2015
Q1 		$776K Buy
12,075
+2,032
+20% +$127K 0.01% 1054
2014
Q4 		$620K Buy
10,043
+5,252
+110% +$310K 0.01% 1120
2014
Q3 		$281K Buy
4,791
+525
+12% +$33.6K ﹤0.01% 1425
2014
Q2 		$293K Buy
4,266
+465
+12% +$31.6K ﹤0.01% 1410
2014
Q1 		$263K Buy
+3,801
New +$267K ﹤0.01% 1712
2013
Q4 		– Hold
0
– – – 1662

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Aperio Group's ENS Position: Q4 2020 in Review

Aperio Group reduced its EnerSys (ENS) stake by 3.8% in Q4 2020, selling an estimated $79.2K and leaving 25,553 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #1210.

Aperio Group first reported a position in ENS in Q1 2014 and has held it in 28 quarters since. The position peaked at $2.56M in Q4 2019. 292 funds tracked by Wall St. Rank hold ENS as of Q4 2020.

  • Aperio Group held 25,553 shares of EnerSys worth $2.12M as of Q4 2020.
  • Aperio Group sold 1,010 EnerSys shares in Q4 2020, an estimated $79.2K.
  • EnerSys made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1210 holding.
  • Aperio Group first reported a position in EnerSys in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's EnerSys position peaked at $2.56M in Q4 2019.
  • 292 funds tracked by Wall St. Rank held EnerSys as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.