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Heritage Wealth Management (Arizona)’s EnerSys ENS Stock Holding History

Heritage Wealth Management (Arizona)’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 		$568K Buy
7,697
+4,170
+118% +$291K 0.08% 185
2022
Q3 		$205K Buy
3,527
+92
+3% +$5.86K 0.07% 218
2022
Q2 		$203K Buy
3,435
+338
+11% +$22.3K 0.07% 232
2022
Q1 		$231K Buy
+3,097
New +$231K 0.06% 245
2021
Q3 		$97K Buy
1,297
+412
+47% +$36.5K 0.03% 345
2021
Q2 		$87K Buy
885
+323
+57% +$30.1K 0.03% 361
2021
Q1 		$51K Buy
+562
New +$51.5K 0.03% 372

Other funds holding ENS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return
VLKIM
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
DRZID
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