Crewe Advisors’s EnerSys ENS Stock Holding History

Crewe 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
2023 Q4	–	Sell	-1	Closed	-$95	–	500
2023 Q3	$95	Hold	1	–	–	﹤0.01%	570
2023 Q2	$109	Buy	+1	New	+$91	﹤0.01%	863

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crewe Advisors's ENS Position: Q4 2023 in Review

Crewe Advisors sold out of EnerSys (ENS) in Q4 2023, closing a stake of 1 share — an estimated $95 sold.

Crewe Advisors first reported a position in ENS in Q2 2023 and held it in 2 quarters. The position peaked at $109 in Q2 2023. 356 funds tracked by Wall St. Rank hold ENS as of Q4 2023.

Crewe Advisors reported no remaining EnerSys position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 1 EnerSys share in Q4 2023, an estimated $95.
Crewe Advisors first reported a position in EnerSys in Q2 2023 and held it in 2 quarters.
Crewe Advisors's EnerSys position peaked at $109 in Q2 2023.
356 funds tracked by Wall St. Rank held EnerSys as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.