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

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

EARNEST Partners

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

Janus Henderson Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Bank of New York Mellon

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Principal Financial Group

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