Harvest Group Wealth Management’s EnerSys ENS Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-15	Closed	-$1K	–	229
2020 Q4	$1K	Buy	15 +9	+150%	+$706	﹤0.01%	456
2020 Q3	$0	Hold	6	–	–	﹤0.01%	648
2020 Q2	$0	Buy	+6	New	+$353	﹤0.01%	576
2020 Q1	–	Sell	-40	Closed	-$2K	–	631
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	599
2019 Q3	$3K	Buy	+40	New	+$2.51K	﹤0.01%	543
2019 Q2	–	Sell	-15	Closed	-$1K	–	935
2019 Q1	$1K	Buy	+15	New	+$1.13K	﹤0.01%	763

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Harvest Group Wealth Management's ENS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of EnerSys (ENS) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in ENS in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 308 funds tracked by Wall St. Rank hold ENS as of Q1 2021.

Harvest Group Wealth Management reported no remaining EnerSys position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 15 EnerSys shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in EnerSys in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's EnerSys position peaked at $3K in Q3 2019.
308 funds tracked by Wall St. Rank held EnerSys as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.