Bailard’s EnerSys ENS Stock Holding History

Bailard’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	$807K	Buy	4,644 +1,900	+69%	+$322K	0.02%	373
2025 Q4	$403K	Buy	+2,744	New	+$366K	0.01%	517
2025 Q1	–	Sell	-3,000	Closed	-$277K	–	766
2024 Q4	$277K	Sell	3,000 -200	-6%	-$19.5K	0.01%	599
2024 Q3	$327K	Buy	+3,200	New	+$323K	0.01%	550
2024 Q1	–	Sell	-6,447	Closed	-$651K	–	756
2023 Q4	$651K	Buy	+6,447	New	+$593K	0.02%	398
2018 Q3	–	Sell	-6,100	Closed	-$455K	–	536
2018 Q2	$455K	Buy	+6,100	New	+$456K	0.03%	386
2017 Q3	–	Sell	-32,485	Closed	-$2.35M	–	302
2017 Q2	$2.35M	Buy	32,485 +190	+0.6%	+$15K	0.19%	124
2017 Q1	$2.55M	Buy	32,295 +150	+0.5%	+$11.7K	0.21%	111
2016 Q4	$2.51M	Buy	32,145 +735	+2%	+$53.9K	0.23%	106
2016 Q3	$2.17M	Buy	31,410 +1,260	+4%	+$83.9K	0.2%	112
2016 Q2	$1.79M	Buy	+30,150	New	+$1.78M	0.21%	113

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