Berman Capital Advisors’s EnerSys ENS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$9K	Buy	125 +25	+25%	+$2.22K	﹤0.01%	1218
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	1157
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	1054
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	994
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	959
2020 Q2	$6K	Buy	100 +57	+133%	+$3.36K	﹤0.01%	928
2020 Q1	$2K	Buy	+43	New	+$2.81K	﹤0.01%	1116

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's ENS Position: Q3 2021 in Review

Berman Capital Advisors increased its EnerSys (ENS) stake by 25% in Q3 2021, buying an estimated $2.22K and bringing the position to 125 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Berman Capital Advisors first reported a position in ENS in Q1 2020 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold ENS as of Q3 2021.

Berman Capital Advisors held 125 shares of EnerSys worth $9K as of Q3 2021.
Berman Capital Advisors bought 25 EnerSys shares in Q3 2021, an estimated $2.22K.
EnerSys made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1218 holding.
Berman Capital Advisors first reported a position in EnerSys in Q1 2020 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held EnerSys as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.