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Legacy Wealth Management (Mississippi)’s Energizer ENR Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022
Q2 		– Sell
-12,430
Closed -$382K – 89
2022
Q1 		$382K Sell
12,430
-2,214
-15% -$77K 0.2% 81
2021
Q4 		$587K Buy
14,644
+39
+0.3% +$1.5K 0.3% 66
2021
Q3 		$570K Hold
14,605
– – 0.31% 70
2021
Q2 		$628K Hold
14,605
– – 0.35% 64
2021
Q1 		$693K Buy
14,605
+350
+2% +$16.1K 0.42% 58
2020
Q4 		$601K Sell
14,255
-180
-1% -$7.6K 0.38% 60
2020
Q3 		$565K Hold
14,435
– – 0.39% 63
2020
Q2 		$686K Buy
14,435
+960
+7% +$39.2K 0.52% 54
2020
Q1 		$408K Buy
+13,475
New +$611K 0.38% 70

Other funds holding ENR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ENR Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Energizer (ENR) in Q2 2022, closing a stake of 12,430 shares — an estimated $382K sold.

Legacy Wealth Management (Mississippi) first reported a position in ENR in Q1 2020 and held it in 9 quarters. The position peaked at $693K in Q1 2021. 269 funds tracked by Wall St. Rank hold ENR as of Q2 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Energizer position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 12,430 Energizer shares in Q2 2022, an estimated $382K.
  • Legacy Wealth Management (Mississippi) first reported a position in Energizer in Q1 2020 and held it in 9 quarters.
  • Legacy Wealth Management (Mississippi)'s Energizer position peaked at $693K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Energizer as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.