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Liberty Wealth Management’s EnerSys ENS Stock Holding History

Liberty Wealth 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
-256
Closed -$21K – 438
2021
Q3 		$21K Buy
256
+131
+105% +$11.6K 0.01% 632
2021
Q2 		$12K Buy
125
+1
+0.8% +$93 ﹤0.01% 609
2021
Q1 		$10K Hold
124
– – ﹤0.01% 591
2020
Q4 		$10K Hold
124
– – ﹤0.01% 584
2020
Q3 		$8K Buy
124
+50
+68% +$3.44K ﹤0.01% 554
2020
Q2 		$5K Buy
+74
New +$4.36K ﹤0.01% 597

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
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

Liberty Wealth Management's ENS Position: Q4 2021 in Review

Liberty Wealth Management sold out of EnerSys (ENS) in Q4 2021, closing a stake of 256 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in ENS in Q2 2020 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 285 funds tracked by Wall St. Rank hold ENS as of Q4 2021.

  • Liberty Wealth Management reported no remaining EnerSys position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 256 EnerSys shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in EnerSys in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's EnerSys position peaked at $21K in Q3 2021.
  • 285 funds tracked by Wall St. Rank held EnerSys as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.