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Buckingham Strategic Wealth’s Energizer ENR Stock Holding History

Buckingham Strategic Wealth’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,317
Closed -$493K – 468
2019
Q3 		$493K Buy
11,317
+111
+1% +$4.42K 0.05% 232
2019
Q2 		$433K Buy
11,206
+2,349
+27% +$105K 0.05% 265
2019
Q1 		$398K Sell
8,857
-1,896
-18% -$87.5K 0.05% 266
2018
Q4 		$485K Sell
10,753
-250
-2% -$13.3K 0.07% 187
2018
Q3 		$645K Sell
11,003
-300
-3% -$18.9K 0.1% 155
2018
Q2 		$712K Buy
11,303
+265
+2% +$15.6K 0.12% 146
2018
Q1 		$658K Hold
11,038
– – 0.13% 141
2017
Q4 		$530K Buy
11,038
+638
+6% +$29.3K 0.11% 164
2017
Q3 		$479K Sell
10,400
-300
-3% -$13.5K 0.11% 162
2017
Q2 		$514K Buy
10,700
+550
+5% +$29.9K 0.12% 157
2017
Q1 		$566K Hold
10,150
– – 0.16% 123
2016
Q4 		$453K Buy
+10,150
New +$463K 0.15% 125

Other funds holding ENR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's ENR Position: Q4 2019 in Review

Buckingham Strategic Wealth sold out of Energizer (ENR) in Q4 2019, closing a stake of 11,317 shares — an estimated $493K sold.

Buckingham Strategic Wealth first reported a position in ENR in Q4 2016 and held it in 12 quarters. The position peaked at $712K in Q2 2018. 316 funds tracked by Wall St. Rank hold ENR as of Q4 2019.

  • Buckingham Strategic Wealth reported no remaining Energizer position as of Q4 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,317 Energizer shares in Q4 2019, an estimated $493K.
  • Buckingham Strategic Wealth first reported a position in Energizer in Q4 2016 and held it in 12 quarters.
  • Buckingham Strategic Wealth's Energizer position peaked at $712K in Q2 2018.
  • 316 funds tracked by Wall St. Rank held Energizer as of Q4 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2019, filed 4 Feb 2020.