Creative Financial Designs’s EnerSys ENS Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-41	Closed	-$4.24K	–	1697
2024 Q2	$4.24K	Hold	41	–	–	﹤0.01%	1351
2024 Q1	$3.87K	Hold	41	–	–	﹤0.01%	1372
2023 Q4	$4.14K	Hold	41	–	–	﹤0.01%	1300
2023 Q3	$3.88K	Buy	+41	New	+$4.2K	﹤0.01%	1233
2021 Q4	–	Sell	-258	Closed	-$19K	–	1270
2021 Q3	$19K	Hold	258	–	–	﹤0.01%	870
2021 Q2	$25K	Hold	258	–	–	﹤0.01%	791
2021 Q1	$23K	Hold	258	–	–	﹤0.01%	745
2020 Q4	$21K	Hold	258	–	–	﹤0.01%	704
2020 Q3	$17K	Hold	258	–	–	﹤0.01%	690
2020 Q2	$17K	Buy	+258	New	+$15.2K	0.01%	638

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 $3.37T AUM 44.26% 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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Financial Designs's ENS Position: Q3 2024 in Review

Creative Financial Designs sold out of EnerSys (ENS) in Q3 2024, closing a stake of 41 shares — an estimated $4.24K sold.

Creative Financial Designs first reported a position in ENS in Q2 2020 and held it in 10 quarters. The position peaked at $25K in Q2 2021. 365 funds tracked by Wall St. Rank hold ENS as of Q3 2024.

Creative Financial Designs reported no remaining EnerSys position as of Q3 2024 after selling out during the quarter.
Creative Financial Designs sold 41 EnerSys shares in Q3 2024, an estimated $4.24K.
Creative Financial Designs first reported a position in EnerSys in Q2 2020 and held it in 10 quarters.
Creative Financial Designs's EnerSys position peaked at $25K in Q2 2021.
365 funds tracked by Wall St. Rank held EnerSys as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.