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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 – 2340
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

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Blue Trust Inc's ENS Position: Q4 2024 in Review

Blue Trust Inc sold out of EnerSys (ENS) in Q4 2024, closing a stake of 109 shares — an estimated $11.3K sold.

Blue Trust Inc first reported a position in ENS in Q1 2023 and held it in 5 quarters. The position peaked at $11.3K in Q3 2024. 364 funds tracked by Wall St. Rank hold ENS as of Q4 2024.

  • Blue Trust Inc reported no remaining EnerSys position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 109 EnerSys shares in Q4 2024, an estimated $11.3K.
  • Blue Trust Inc first reported a position in EnerSys in Q1 2023 and held it in 5 quarters.
  • Blue Trust Inc's EnerSys position peaked at $11.3K in Q3 2024.
  • 364 funds tracked by Wall St. Rank held EnerSys as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.