Heartland Advisors’s EnerSys ENS Stock Holding History

Heartland Advisors’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 Q3	–	Sell	-20,000	Closed	-$1.18M	–	185
2022 Q2	$1.18M	Sell	20,000 -93,755	-82%	-$6.18M	0.08%	183
2022 Q1	$8.48M	Buy	113,755 +1,890	+2%	+$141K	0.53%	76
2021 Q4	$8.84M	Buy	111,865 +51,715	+86%	+$4.04M	0.52%	84
2021 Q3	$4.48M	Buy	60,150 +35,150	+141%	+$3.12M	0.27%	144
2021 Q2	$2.44M	Hold	25,000	–	–	0.14%	196
2021 Q1	$2.27M	Buy	+25,000	New	+$2.29M	0.14%	194

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

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

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

Heartland Advisors's ENS Position: Q3 2022 in Review

Heartland Advisors sold out of EnerSys (ENS) in Q3 2022, closing a stake of 20,000 shares — an estimated $1.18M sold.

Heartland Advisors first reported a position in ENS in Q1 2021 and held it in 6 quarters. The position peaked at $8.84M in Q4 2021. 254 funds tracked by Wall St. Rank hold ENS as of Q3 2022.

Heartland Advisors reported no remaining EnerSys position as of Q3 2022 after selling out during the quarter.
Heartland Advisors sold 20,000 EnerSys shares in Q3 2022, an estimated $1.18M.
Heartland Advisors first reported a position in EnerSys in Q1 2021 and held it in 6 quarters.
Heartland Advisors's EnerSys position peaked at $8.84M in Q4 2021.
254 funds tracked by Wall St. Rank held EnerSys as of Q3 2022.

Based on Heartland Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.