Glassman Wealth Services’s EnerSys ENS Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-25	Closed	-$2.52K	–	709
2023 Q4	$2.52K	Hold	25	–	–	﹤0.01%	1278
2023 Q3	$2.37K	Hold	25	–	–	﹤0.01%	1277
2023 Q2	$2.71K	Hold	25	–	–	﹤0.01%	1163
2023 Q1	$2.17K	Hold	25	–	–	﹤0.01%	1216
2022 Q4	$1.85K	Hold	25	–	–	﹤0.01%	1279
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	1387
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	1396
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	1219
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	1190
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	1155
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	1134
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	1083
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	1056
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	987
2020 Q2	$2K	Sell	25 -19	-43%	-$1.12K	﹤0.01%	845
2020 Q1	$2K	Buy	44 +20	+83%	+$1.31K	﹤0.01%	694
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	747
2019 Q3	$2K	Sell	24 -1	-4%	-$63	﹤0.01%	690
2019 Q2	$2K	Buy	25 +14	+127%	+$915	﹤0.01%	711
2019 Q1	$1K	Buy	+11	New	+$831	﹤0.01%	790

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 $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Glassman Wealth Services's ENS Position: Q1 2024 in Review

Glassman Wealth Services sold out of EnerSys (ENS) in Q1 2024, closing a stake of 25 shares — an estimated $2.52K sold.

Glassman Wealth Services first reported a position in ENS in Q1 2019 and held it in 20 quarters. The position peaked at $2.71K in Q2 2023. 372 funds tracked by Wall St. Rank hold ENS as of Q1 2024.

Glassman Wealth Services reported no remaining EnerSys position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 25 EnerSys shares in Q1 2024, an estimated $2.52K.
Glassman Wealth Services first reported a position in EnerSys in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's EnerSys position peaked at $2.71K in Q2 2023.
372 funds tracked by Wall St. Rank held EnerSys as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.