GoalVest Advisory’s EnerSys ENS Stock Holding History

GoalVest Advisory’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	-27	Closed	-$2.73K	–	427
2023 Q4	$2.73K	Sell	27 -79	-75%	-$7.26K	﹤0.01%	317
2023 Q3	$10K	Buy	106 +33	+45%	+$3.38K	0.01%	285
2023 Q2	$7.92K	Buy	+73	New	+$6.67K	﹤0.01%	264

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

GoalVest Advisory's ENS Position: Q1 2024 in Review

GoalVest Advisory sold out of EnerSys (ENS) in Q1 2024, closing a stake of 27 shares — an estimated $2.73K sold.

GoalVest Advisory first reported a position in ENS in Q2 2023 and held it in 3 quarters. The position peaked at $10K in Q3 2023. 372 funds tracked by Wall St. Rank hold ENS as of Q1 2024.

GoalVest Advisory reported no remaining EnerSys position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 27 EnerSys shares in Q1 2024, an estimated $2.73K.
GoalVest Advisory first reported a position in EnerSys in Q2 2023 and held it in 3 quarters.
GoalVest Advisory's EnerSys position peaked at $10K in Q3 2023.
372 funds tracked by Wall St. Rank held EnerSys as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.