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Milestone Wealth’s Energizer ENR Stock Holding History

Milestone Wealth’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
Q3 		$7K Hold
287
– – 0.01% 184
2022
Q2 		$8K Sell
287
-287
-50% -$8.64K 0.01% 173
2022
Q1 		$23K Hold
574
– – 0.02% 173
2021
Q4 		$23K Buy
+574
New +$22K 0.02% 173

Other funds holding ENR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Milestone Wealth's ENR Position: Q3 2022 in Review

Milestone Wealth held its Energizer (ENR) position steady in Q3 2022 at 287 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #184.

Milestone Wealth first reported a position in ENR in Q4 2021 and has held it in 4 quarters since. The position peaked at $23K in Q1 2022. 251 funds tracked by Wall St. Rank hold ENR as of Q3 2022.

  • Milestone Wealth held 287 shares of Energizer worth $7K as of Q3 2022.
  • Milestone Wealth left its Energizer share count unchanged in Q3 2022.
  • Energizer made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #184 holding.
  • Milestone Wealth first reported a position in Energizer in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Energizer position peaked at $23K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Energizer as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.