Bull Oak Capital’s Energizer ENR Stock Holding History

Bull Oak Capital’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
2023 Q4	–	Sell	-123	Closed	-$3.94K	–	50
2023 Q3	$3.94K	Buy	+123	New	+$4.21K	﹤0.01%	62

Other funds holding ENR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bull Oak Capital's ENR Position: Q4 2023 in Review

Bull Oak Capital sold out of Energizer (ENR) in Q4 2023, closing a stake of 123 shares — an estimated $3.94K sold.

Bull Oak Capital first reported a position in ENR in Q3 2023 and held it in 1 quarter. The position peaked at $3.94K in Q3 2023. 275 funds tracked by Wall St. Rank hold ENR as of Q4 2023.

Bull Oak Capital reported no remaining Energizer position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 123 Energizer shares in Q4 2023, an estimated $3.94K.
Bull Oak Capital first reported a position in Energizer in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Energizer position peaked at $3.94K in Q3 2023.
275 funds tracked by Wall St. Rank held Energizer as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.