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	–	713
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

EARNEST Partners

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

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

Bank of New York Mellon

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