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Bowling Portfolio Management’s EnerSys ENS Stock Holding History

Bowling Portfolio 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
2017
Q4 		– Sell
-4,023
Closed -$278K – 367
2017
Q3 		$278K Sell
4,023
-8,558
-68% -$585K 0.04% 328
2017
Q2 		$911K Buy
+12,581
New +$990K 0.13% 222

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bowling Portfolio Management's ENS Position: Q4 2017 in Review

Bowling Portfolio Management sold out of EnerSys (ENS) in Q4 2017, closing a stake of 4,023 shares — an estimated $278K sold.

Bowling Portfolio Management first reported a position in ENS in Q2 2017 and held it in 2 quarters. The position peaked at $911K in Q2 2017. 259 funds tracked by Wall St. Rank hold ENS as of Q4 2017.

  • Bowling Portfolio Management reported no remaining EnerSys position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 4,023 EnerSys shares in Q4 2017, an estimated $278K.
  • Bowling Portfolio Management first reported a position in EnerSys in Q2 2017 and held it in 2 quarters.
  • Bowling Portfolio Management's EnerSys position peaked at $911K in Q2 2017.
  • 259 funds tracked by Wall St. Rank held EnerSys as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.