Capital Asset Advisory Services’s EnerSys ENS Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-116	Closed	-$10K	–	905
2020 Q4	$10K	Buy	+116	New	+$9.1K	﹤0.01%	1095
2017 Q1	–	Sell	-5,537	Closed	-$432K	–	97
2016 Q4	$432K	Sell	5,537 -2,000	-27%	-$147K	0.37%	55
2016 Q3	$521K	Sell	7,537 -2,646	-26%	-$176K	0.69%	28
2016 Q2	$606K	Sell	10,183 -4,103	-29%	-$242K	0.8%	25
2016 Q1	$796K	Buy	14,286 +500	+4%	+$25.8K	0.87%	28
2015 Q4	$771K	Buy	+13,786	New	+$834K	1.08%	23

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return