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Dakota Wealth Management’s EnerSys ENS Stock Holding History

Dakota Wealth Management’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
2026
Q1 		$725K Buy
+4,173
New +$707K 0.02% 464
2024
Q1 		– Sell
-2,014
Closed -$203K – 740
2023
Q4 		$203K Buy
+2,014
New +$185K 0.01% 611
2023
Q3 		– Sell
-2,140
Closed -$232K – 668
2023
Q2 		$232K Sell
2,140
-809
-27% -$73.9K 0.01% 552
2023
Q1 		$256K Buy
2,949
+226
+8% +$19K 0.02% 506
2022
Q4 		$201K Buy
+2,723
New +$190K 0.01% 552

Other funds holding ENS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return