BTI
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Blue Trust Inc’s EnerSys ENS Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-109
Closed -$11.3K – 2598
2024
Q3 		$11.3K Buy
109
+99
+990% +$9.98K ﹤0.01% 2146
2024
Q2 		$945 Buy
+10
New +$981 ﹤0.01% 2552
2024
Q1 		– Sell
-14
Closed -$1K – 2341
2023
Q4 		$1K Buy
+14
New +$1.29K ﹤0.01% 2301
2023
Q3 		– Sell
-10
Closed -$1K – 2106
2023
Q2 		$1K Sell
10
-34
-77% -$3.1K ﹤0.01% 1836
2023
Q1 		$3K Buy
+44
New +$3.7K ﹤0.01% 1912

Other funds holding ENS

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return