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Householder Group Estate & Retirement Specialist’s EnerSys ENS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$10K Buy
108
+6
+6% +$584 0.01% 362
2024
Q3 		$10K Buy
+102
New +$10.3K ﹤0.01% 807

Other funds holding ENS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ENS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its EnerSys (ENS) stake by 5.9% in Q4 2024, buying an estimated $584 and bringing the position to 108 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #362.

Householder Group Estate & Retirement Specialist first reported a position in ENS in Q3 2024 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold ENS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 108 shares of EnerSys worth $10K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 6 EnerSys shares in Q4 2024, an estimated $584.
  • EnerSys made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #362 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in EnerSys in Q3 2024 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held EnerSys as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.