CRC
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Curi RMB Capital’s EnerSys ENS Stock Holding History

Curi RMB Capital’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
2022
Q2 		– Sell
-28,373
Closed -$2.12M – 478
2022
Q1 		$2.12M Buy
28,373
+3,269
+13% +$244K 0.07% 193
2021
Q4 		$1.99M Hold
25,104
– – 0.06% 204
2021
Q3 		$1.87M Hold
25,104
– – 0.06% 215
2021
Q2 		$2.45M Hold
25,104
– – 0.08% 190
2021
Q1 		$2.28M Hold
25,104
– – 0.08% 179
2020
Q4 		$2.08M Hold
25,104
– – 0.08% 212
2020
Q3 		$1.69M Sell
25,104
-2,758
-10% -$190K 0.07% 214
2020
Q2 		$1.79M Sell
27,862
-944
-3% -$55.6K 0.08% 220
2020
Q1 		$1.43M Buy
28,806
+1,559
+6% +$102K 0.07% 235
2019
Q4 		$2.04M Buy
27,247
+173
+0.6% +$12K 0.07% 273
2019
Q3 		$1.78M Buy
27,074
+4,800
+22% +$301K 0.06% 313
2019
Q2 		$1.53M Buy
22,274
+2,093
+10% +$137K 0.05% 359
2019
Q1 		$1.31M Buy
20,181
+3,074
+18% +$232K 0.04% 409
2018
Q4 		$1.33M Sell
17,107
-74
-0.4% -$6K 0.05% 441
2018
Q3 		$1.5M Sell
17,181
-512
-3% -$41.1K 0.04% 441
2018
Q2 		$1.32M Sell
17,693
-21,438
-55% -$1.6M 0.04% 447
2018
Q1 		$2.71M Sell
39,131
-22,327
-36% -$1.59M 0.08% 335
2017
Q4 		$4.28M Sell
61,458
-1,110
-2% -$76K 0.13% 253
2017
Q3 		$4.33M Hold
62,568
– – 0.14% 259
2017
Q2 		$4.53M Buy
+62,568
New +$4.93M 0.15% 234

Other funds holding ENS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return