LWM
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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 $5.7T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return