Avior Wealth Management’s EnerSys ENS Stock Holding History

Avior Wealth 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
2024 Q3	–	Sell	-2	Closed	-$207	–	2339
2024 Q2	$207	Sell	2 -200	-99%	-$19.6K	﹤0.01%	2179
2024 Q1	$19.1K	Buy	+202	New	+$19K	﹤0.01%	1627

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avior Wealth Management's ENS Position: Q3 2024 in Review

Avior Wealth Management sold out of EnerSys (ENS) in Q3 2024, closing a stake of 2 shares — an estimated $207 sold.

Avior Wealth Management first reported a position in ENS in Q1 2024 and held it in 2 quarters. The position peaked at $19.1K in Q1 2024. 365 funds tracked by Wall St. Rank hold ENS as of Q3 2024.

Avior Wealth Management reported no remaining EnerSys position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 2 EnerSys shares in Q3 2024, an estimated $207.
Avior Wealth Management first reported a position in EnerSys in Q1 2024 and held it in 2 quarters.
Avior Wealth Management's EnerSys position peaked at $19.1K in Q1 2024.
365 funds tracked by Wall St. Rank held EnerSys as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.