Madison Asset Management’s EnerSys ENS Stock Holding History

Madison Asset 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
2022 Q4	–	Sell	-34,326	Closed	-$2M	–	330
2022 Q3	$2M	Hold	34,326	–	–	0.03%	247
2022 Q2	$2.02M	Sell	34,326 -9,760	-22%	-$643K	0.03%	260
2022 Q1	$3.29M	Sell	44,086 -11,171	-20%	-$834K	0.05%	216
2021 Q4	$4.37M	Buy	55,257 +427	+0.8%	+$33.4K	0.06%	197
2021 Q3	$4.08M	Sell	54,830 -522	-0.9%	-$46.3K	0.06%	206
2021 Q2	$5.41M	Sell	55,352 -9,338	-14%	-$871K	0.07%	179
2021 Q1	$5.87M	Sell	64,690 -1,463	-2%	-$134K	0.08%	169
2020 Q4	$5.5M	Hold	66,153	–	–	0.08%	173
2020 Q3	$4.44M	Buy	66,153 +14,953	+29%	+$1.03M	0.07%	172
2020 Q2	$3.3M	Buy	+51,200	New	+$3.02M	0.06%	190

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Madison Asset Management's ENS Position: Q4 2022 in Review

Madison Asset Management sold out of EnerSys (ENS) in Q4 2022, closing a stake of 34,326 shares — an estimated $2M sold.

Madison Asset Management first reported a position in ENS in Q2 2020 and held it in 10 quarters. The position peaked at $5.87M in Q1 2021. 268 funds tracked by Wall St. Rank hold ENS as of Q4 2022.

Madison Asset Management reported no remaining EnerSys position as of Q4 2022 after selling out during the quarter.
Madison Asset Management sold 34,326 EnerSys shares in Q4 2022, an estimated $2M.
Madison Asset Management first reported a position in EnerSys in Q2 2020 and held it in 10 quarters.
Madison Asset Management's EnerSys position peaked at $5.87M in Q1 2021.
268 funds tracked by Wall St. Rank held EnerSys as of Q4 2022.

Based on Madison Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.