Endurance Wealth Management’s EnerSys ENS Stock Holding History

Endurance 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
2023 Q2	$2K	Buy	+20	New	+$1.83K	﹤0.01%	596
2016 Q1	–	Sell	-110	Closed	-$6K	–	509
2015 Q4	$6K	Hold	110	–	–	﹤0.01%	443
2015 Q3	$7K	Hold	110	–	–	﹤0.01%	429
2015 Q2	$8K	Buy	+110	New	+$7.55K	﹤0.01%	420

Other funds holding ENS

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endurance Wealth Management's ENS Position: Q2 2023 in Review

Endurance Wealth Management opened a new position in EnerSys (ENS) in Q2 2023: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Endurance Wealth Management previously reported a position in ENS as recently as Q4 2015.

Endurance Wealth Management first reported a position in ENS in Q2 2015 and has held it in 4 quarters since. The position peaked at $8K in Q2 2015. 327 funds tracked by Wall St. Rank hold ENS as of Q2 2023.

Endurance Wealth Management held 20 shares of EnerSys worth $2K as of Q2 2023.
EnerSys was a new Endurance Wealth Management position in Q2 2023.
EnerSys made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #596 holding.
Endurance Wealth Management first reported a position in EnerSys in Q2 2015 and has held it in 4 quarters since.
Endurance Wealth Management's EnerSys position peaked at $8K in Q2 2015.
327 funds tracked by Wall St. Rank held EnerSys as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.