Capital Performance Advisors’s EnerSys ENS Stock Holding History

Capital Performance Advisors’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	-52	Closed	-$5.31K	–	932
2024 Q3	$5.31K	Buy	+52	New	+$5.24K	﹤0.01%	1094

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Performance Advisors's ENS Position: Q4 2024 in Review

Capital Performance Advisors sold out of EnerSys (ENS) in Q4 2024, closing a stake of 52 shares — an estimated $5.31K sold.

Capital Performance Advisors first reported a position in ENS in Q3 2024 and held it in 1 quarter. The position peaked at $5.31K in Q3 2024. 364 funds tracked by Wall St. Rank hold ENS as of Q4 2024.

Capital Performance Advisors reported no remaining EnerSys position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 52 EnerSys shares in Q4 2024, an estimated $5.31K.
Capital Performance Advisors first reported a position in EnerSys in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's EnerSys position peaked at $5.31K in Q3 2024.
364 funds tracked by Wall St. Rank held EnerSys as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.