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Measured Wealth Private Client Group’s EnerSys ENS Stock Holding History

Measured Wealth Private Client Group’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
2024
Q1 		– Sell
-2,621
Closed -$265K – 189
2023
Q4 		$265K Buy
+2,621
New +$241K 0.1% 150

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Measured Wealth Private Client Group's ENS Position: Q1 2024 in Review

Measured Wealth Private Client Group sold out of EnerSys (ENS) in Q1 2024, closing a stake of 2,621 shares — an estimated $265K sold.

Measured Wealth Private Client Group first reported a position in ENS in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 372 funds tracked by Wall St. Rank hold ENS as of Q1 2024.

  • Measured Wealth Private Client Group reported no remaining EnerSys position as of Q1 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,621 EnerSys shares in Q1 2024, an estimated $265K.
  • Measured Wealth Private Client Group first reported a position in EnerSys in Q4 2023 and held it in 1 quarter.
  • Measured Wealth Private Client Group's EnerSys position peaked at $265K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held EnerSys as of Q1 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2024, filed 18 Apr 2024.