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Chicago Trust’s EnerSys ENS Stock Holding History

Chicago Trust’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
2023
Q3 		– Sell
-2,753
Closed -$299K – 283
2023
Q2 		$299K Sell
2,753
-224
-8% -$20.4K 0.07% 236
2023
Q1 		$259K Hold
2,977
– – 0.06% 250
2022
Q4 		$220K Buy
+2,977
New +$208K 0.05% 277
2021
Q2 		– Sell
-2,356
Closed -$214K – 320
2021
Q1 		$214K Sell
2,356
-410
-15% -$37.5K 0.07% 193
2020
Q4 		$230K Buy
+2,766
New +$217K 0.08% 205
2020
Q1 		– Sell
-2,704
Closed -$203K – 172
2019
Q4 		$203K Buy
+2,704
New +$187K 0.08% 174

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Chicago Trust's ENS Position: Q3 2023 in Review

Chicago Trust sold out of EnerSys (ENS) in Q3 2023, closing a stake of 2,753 shares — an estimated $299K sold.

Chicago Trust first reported a position in ENS in Q4 2019 and held it in 6 quarters. The position peaked at $299K in Q2 2023. 331 funds tracked by Wall St. Rank hold ENS as of Q3 2023.

  • Chicago Trust reported no remaining EnerSys position as of Q3 2023 after selling out during the quarter.
  • Chicago Trust sold 2,753 EnerSys shares in Q3 2023, an estimated $299K.
  • Chicago Trust first reported a position in EnerSys in Q4 2019 and held it in 6 quarters.
  • Chicago Trust's EnerSys position peaked at $299K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held EnerSys as of Q3 2023.

Based on Chicago Trust's 13F filing for Q3 2023, filed 27 Oct 2023.