Elm Advisors’s Energizer ENR Stock Holding History

Elm Advisors’s Portfolio ENR Stock Details ENR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,114	Closed	-$47K	–	140
2020 Q4	$47K	Buy	+1,114	New	+$47K	0.03%	165
2018 Q4	–	Sell	-1,559	Closed	-$91K	–	133
2018 Q3	$91K	Buy	+1,559	New	+$98.1K	0.06%	124

Other funds holding ENR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elm Advisors's ENR Position: Q1 2021 in Review

Elm Advisors sold out of Energizer (ENR) in Q1 2021, closing a stake of 1,114 shares — an estimated $47K sold.

Elm Advisors first reported a position in ENR in Q3 2018 and held it in 2 quarters. The position peaked at $91K in Q3 2018. 293 funds tracked by Wall St. Rank hold ENR as of Q1 2021.

Elm Advisors reported no remaining Energizer position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,114 Energizer shares in Q1 2021, an estimated $47K.
Elm Advisors first reported a position in Energizer in Q3 2018 and held it in 2 quarters.
Elm Advisors's Energizer position peaked at $91K in Q3 2018.
293 funds tracked by Wall St. Rank held Energizer as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.