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 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 $3.38T AUM 44.17% 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

Heritage Wealth Management (Arizona)'s ENS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its EnerSys (ENS) stake by 118% in Q4 2022, buying an estimated $291K and bringing the position to 7,697 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #185.

Heritage Wealth Management (Arizona) first reported a position in ENS in Q1 2021 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold ENS as of Q4 2022.

Heritage Wealth Management (Arizona) held 7,697 shares of EnerSys worth $568K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 4,170 EnerSys shares in Q4 2022, an estimated $291K.
EnerSys made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #185 holding.
Heritage Wealth Management (Arizona) first reported a position in EnerSys in Q1 2021 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held EnerSys as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.