Jeppson Wealth Management’s Energizer ENR Stock Holding History

Jeppson Wealth Management’s Portfolio ENR Stock Details ENR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-135	Closed	-$5K	–	222
2020 Q3	$5K	Buy	+135	New	+$6.19K	﹤0.01%	444

Other funds holding ENR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jeppson Wealth Management's ENR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Energizer (ENR) in Q4 2020, closing a stake of 135 shares — an estimated $5K sold.

Jeppson Wealth Management first reported a position in ENR in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 299 funds tracked by Wall St. Rank hold ENR as of Q4 2020.

Jeppson Wealth Management reported no remaining Energizer position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 135 Energizer shares in Q4 2020, an estimated $5K.
Jeppson Wealth Management first reported a position in Energizer in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Energizer position peaked at $5K in Q3 2020.
299 funds tracked by Wall St. Rank held Energizer as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.