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Legacy Wealth Management (Idaho)’s EnerSys ENS Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-50
Closed -$4.99K – 833
2024
Q4 		$4.99K Hold
50
– – ﹤0.01% 390
2024
Q3 		$4.9K Buy
+50
New +$5.04K ﹤0.01% 391

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ENS Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of EnerSys (ENS) in Q1 2025, closing a stake of 50 shares — an estimated $4.99K sold.

Legacy Wealth Management (Idaho) first reported a position in ENS in Q3 2024 and held it in 2 quarters. The position peaked at $4.99K in Q4 2024. 378 funds tracked by Wall St. Rank hold ENS as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining EnerSys position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 50 EnerSys shares in Q1 2025, an estimated $4.99K.
  • Legacy Wealth Management (Idaho) first reported a position in EnerSys in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s EnerSys position peaked at $4.99K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held EnerSys as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.