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Belpointe Asset Management’s EnerSys ENS Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-172
Closed -$14.9K – 1376
2023
Q1 		$14.9K Hold
172
– – ﹤0.01% 2478
2022
Q4 		$12.7K Buy
+172
New +$12K ﹤0.01% 2486

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Belpointe Asset Management's ENS Position: Q2 2023 in Review

Belpointe Asset Management sold out of EnerSys (ENS) in Q2 2023, closing a stake of 172 shares — an estimated $14.9K sold.

Belpointe Asset Management first reported a position in ENS in Q4 2022 and held it in 2 quarters. The position peaked at $14.9K in Q1 2023. 326 funds tracked by Wall St. Rank hold ENS as of Q2 2023.

  • Belpointe Asset Management reported no remaining EnerSys position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 172 EnerSys shares in Q2 2023, an estimated $14.9K.
  • Belpointe Asset Management first reported a position in EnerSys in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's EnerSys position peaked at $14.9K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held EnerSys as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.