Barrett Asset Management’s EnerSys ENS Stock Holding History

Barrett Asset 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
2022 Q1	$12.6M	Sell	169,111 -2,299	-1%	-$172K	0.53%	48
2021 Q4	$13.6M	Buy	171,410 +24,178	+16%	+$1.89M	0.51%	49
2021 Q3	$11M	Buy	147,232 +4,895	+3%	+$434K	0.5%	51
2021 Q2	$13.9M	Buy	142,337 +5,375	+4%	+$501K	0.64%	43
2021 Q1	$12.4M	Buy	136,962 +6,060	+5%	+$555K	0.62%	46
2020 Q4	$10.9M	Sell	130,902 -815	-0.6%	-$63.9K	0.57%	44
2020 Q3	$8.84M	Buy	131,717 +1,472	+1%	+$101K	0.52%	46
2020 Q2	$8.38M	Sell	130,245 -3,785	-3%	-$223K	0.54%	44
2020 Q1	$6.64M	Sell	134,030 -7,170	-5%	-$468K	0.52%	45
2019 Q4	$10.6M	Buy	141,200 +2,675	+2%	+$185K	0.65%	43
2019 Q3	$9.13M	Buy	+138,525	New	+$8.7M	0.6%	43

Other funds holding ENS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Barrett Asset Management's ENS Position: Q1 2022 in Review

Barrett Asset Management reduced its EnerSys (ENS) stake by 1.3% in Q1 2022, selling an estimated $172K and leaving 169,111 shares worth $12.6M. The position accounts for 0.53% of the portfolio, ranked #48.

Barrett Asset Management first reported a position in ENS in Q3 2019 and has held it in 11 quarters since. The position peaked at $13.9M in Q2 2021. 287 funds tracked by Wall St. Rank hold ENS as of Q1 2022.

Barrett Asset Management held 169,111 shares of EnerSys worth $12.6M as of Q1 2022.
Barrett Asset Management sold 2,299 EnerSys shares in Q1 2022, an estimated $172K.
EnerSys made up 0.53% of Barrett Asset Management's portfolio in Q1 2022, its #48 holding.
Barrett Asset Management first reported a position in EnerSys in Q3 2019 and has held it in 11 quarters since.
Barrett Asset Management's EnerSys position peaked at $13.9M in Q2 2021.
287 funds tracked by Wall St. Rank held EnerSys as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.