Ellevest Inc’s EnerSys ENS Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-47	Closed	-$4.08K	–	734
2023 Q1	$4.08K	Sell	47 -735	-94%	-$61.8K	﹤0.01%	1258
2022 Q4	$57.7K	Sell	782 -113	-13%	-$7.89K	﹤0.01%	571
2022 Q3	$52K	Buy	895 +452	+102%	+$28.8K	﹤0.01%	570
2022 Q2	$26K	Buy	443 +181	+69%	+$11.9K	﹤0.01%	709
2022 Q1	$20K	Sell	262 -582	-69%	-$43.5K	﹤0.01%	740
2021 Q4	$67K	Buy	+844	New	+$65.9K	0.01%	455

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 $3.37T AUM 44.26% 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

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

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

Ellevest Inc's ENS Position: Q2 2023 in Review

Ellevest Inc sold out of EnerSys (ENS) in Q2 2023, closing a stake of 47 shares — an estimated $4.08K sold.

Ellevest Inc first reported a position in ENS in Q4 2021 and held it in 6 quarters. The position peaked at $67K in Q4 2021. 326 funds tracked by Wall St. Rank hold ENS as of Q2 2023.

Ellevest Inc reported no remaining EnerSys position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 47 EnerSys shares in Q2 2023, an estimated $4.08K.
Ellevest Inc first reported a position in EnerSys in Q4 2021 and held it in 6 quarters.
Ellevest Inc's EnerSys position peaked at $67K in Q4 2021.
326 funds tracked by Wall St. Rank held EnerSys as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.