Jacobi Capital Management’s EnerSys ENS Stock Holding History

Jacobi Capital 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 Q4	–	Sell	-100	Closed	-$7K	–	664
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	1118
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	1026
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	997
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	916
2020 Q3	$7K	Hold	100	–	–	﹤0.01%	871
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	870
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	811
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	796
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	787
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	780
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	735
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	690
2018 Q3	$9K	Hold	100	–	–	﹤0.01%	718
2018 Q2	$7K	Hold	100	–	–	﹤0.01%	758
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	742
2017 Q4	$7K	Hold	100	–	–	﹤0.01%	720
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	692
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	622
2017 Q1	$8K	Hold	100	–	–	﹤0.01%	490
2016 Q4	$8K	Hold	100	–	–	﹤0.01%	457
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	511
2016 Q2	$6K	Buy	+100	New	+$5.9K	﹤0.01%	519

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VVP

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

Jacobi Capital Management's ENS Position: Q4 2021 in Review

Jacobi Capital Management sold out of EnerSys (ENS) in Q4 2021, closing a stake of 100 shares — an estimated $7K sold.

Jacobi Capital Management first reported a position in ENS in Q2 2016 and held it in 22 quarters. The position peaked at $10K in Q2 2021. 285 funds tracked by Wall St. Rank hold ENS as of Q4 2021.

Jacobi Capital Management reported no remaining EnerSys position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 100 EnerSys shares in Q4 2021, an estimated $7K.
Jacobi Capital Management first reported a position in EnerSys in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's EnerSys position peaked at $10K in Q2 2021.
285 funds tracked by Wall St. Rank held EnerSys as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.