Greenleaf Trust’s EnerSys ENS Stock Holding History

Greenleaf Trust’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 Q4	–	Sell	-2,186	Closed	-$207K	–	761
2023 Q3	$207K	Buy	2,186 +4	+0.2%	+$410	﹤0.01%	699
2023 Q2	$237K	Sell	2,182 -268	-11%	-$24.5K	﹤0.01%	672
2023 Q1	$213K	Buy	+2,450	New	+$206K	﹤0.01%	713

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 $3.37T AUM 44.26% 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

Greenleaf Trust's ENS Position: Q4 2023 in Review

Greenleaf Trust sold out of EnerSys (ENS) in Q4 2023, closing a stake of 2,186 shares — an estimated $207K sold.

Greenleaf Trust first reported a position in ENS in Q1 2023 and held it in 3 quarters. The position peaked at $237K in Q2 2023. 356 funds tracked by Wall St. Rank hold ENS as of Q4 2023.

Greenleaf Trust reported no remaining EnerSys position as of Q4 2023 after selling out during the quarter.
Greenleaf Trust sold 2,186 EnerSys shares in Q4 2023, an estimated $207K.
Greenleaf Trust first reported a position in EnerSys in Q1 2023 and held it in 3 quarters.
Greenleaf Trust's EnerSys position peaked at $237K in Q2 2023.
356 funds tracked by Wall St. Rank held EnerSys as of Q4 2023.

Based on Greenleaf Trust's 13F filing for Q4 2023, filed 31 Jan 2024.