Harding Loevner’s EnerSys ENS Stock Holding History

Harding Loevner’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
2022 Q4	–	Sell	-635	Closed	-$37K	–	110
2022 Q3	$37K	Sell	635 -54	-8%	-$3.44K	﹤0.01%	107
2022 Q2	$41K	Hold	689	–	–	﹤0.01%	104
2022 Q1	$43K	Buy	689 +41	+6%	+$3.06K	﹤0.01%	102
2021 Q4	$51K	Buy	648 +42	+7%	+$3.28K	﹤0.01%	111
2021 Q3	$45K	Hold	606	–	–	﹤0.01%	104
2021 Q2	$59K	Hold	606	–	–	﹤0.01%	101
2021 Q1	$55K	Hold	606	–	–	﹤0.01%	109
2020 Q4	$50K	Hold	606	–	–	﹤0.01%	108
2020 Q3	$41K	Hold	606	–	–	﹤0.01%	144
2020 Q2	$39K	Hold	606	–	–	﹤0.01%	111
2020 Q1	$30K	Buy	606 +46	+8%	+$3K	﹤0.01%	114
2019 Q4	$42K	Hold	560	–	–	﹤0.01%	109
2019 Q3	$37K	Hold	560	–	–	﹤0.01%	106
2019 Q2	$38K	Buy	560 +79	+16%	+$5.16K	﹤0.01%	110
2019 Q1	$31K	Sell	481 -22	-4%	-$1.66K	﹤0.01%	114
2018 Q4	$39K	Buy	503 +303	+152%	+$24.6K	﹤0.01%	106
2018 Q3	$17K	Hold	200	–	–	﹤0.01%	122
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	123
2018 Q1	$14K	Buy	+200	New	+$14.2K	﹤0.01%	135

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

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

Harding Loevner's ENS Position: Q4 2022 in Review

Harding Loevner sold out of EnerSys (ENS) in Q4 2022, closing a stake of 635 shares — an estimated $37K sold.

Harding Loevner first reported a position in ENS in Q1 2018 and held it in 19 quarters. The position peaked at $59K in Q2 2021. 268 funds tracked by Wall St. Rank hold ENS as of Q4 2022.

Harding Loevner reported no remaining EnerSys position as of Q4 2022 after selling out during the quarter.
Harding Loevner sold 635 EnerSys shares in Q4 2022, an estimated $37K.
Harding Loevner first reported a position in EnerSys in Q1 2018 and held it in 19 quarters.
Harding Loevner's EnerSys position peaked at $59K in Q2 2021.
268 funds tracked by Wall St. Rank held EnerSys as of Q4 2022.

Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.