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Bartlett & Co Wealth Management’s EnerSys ENS Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-74
Closed -$4.3K – 1131
2022
Q3 		$4.3K Hold
74
– – ﹤0.01% 953
2022
Q2 		$4.36K Buy
+74
New +$4.88K ﹤0.01% 1044

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bartlett & Co Wealth Management's ENS Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of EnerSys (ENS) in Q4 2022, closing a stake of 74 shares — an estimated $4.3K sold.

Bartlett & Co Wealth Management first reported a position in ENS in Q2 2022 and held it in 2 quarters. The position peaked at $4.36K in Q2 2022. 268 funds tracked by Wall St. Rank hold ENS as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining EnerSys position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 74 EnerSys shares in Q4 2022, an estimated $4.3K.
  • Bartlett & Co Wealth Management first reported a position in EnerSys in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's EnerSys position peaked at $4.36K in Q2 2022.
  • 268 funds tracked by Wall St. Rank held EnerSys as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.