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Disciplined Investments’s EnerSys ENS Stock Holding History

Disciplined Investments’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
-9
Closed -$977 – 543
2023
Q2 		$977 Hold
9
– – ﹤0.01% 975
2023
Q1 		$782 Hold
9
– – ﹤0.01% 1071
2022
Q4 		$665 Sell
9
-1
-10% -$70 ﹤0.01% 1069
2022
Q3 		$1K Buy
10
+1
+11% +$64 ﹤0.01% 873
2022
Q2 		$1K Buy
9
+1
+13% +$66 ﹤0.01% 889
2022
Q1 		$1K Buy
+8
New +$597 ﹤0.01% 948

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 $3.37T AUM 44.26% 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

Disciplined Investments's ENS Position: Q3 2023 in Review

Disciplined Investments sold out of EnerSys (ENS) in Q3 2023, closing a stake of 9 shares — an estimated $977 sold.

Disciplined Investments first reported a position in ENS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 331 funds tracked by Wall St. Rank hold ENS as of Q3 2023.

  • Disciplined Investments reported no remaining EnerSys position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 EnerSys shares in Q3 2023, an estimated $977.
  • Disciplined Investments first reported a position in EnerSys in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's EnerSys position peaked at $1K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held EnerSys as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.