Monarch Partners Asset Management’s EnerSys ENS Stock Holding History

Monarch Partners 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
2015 Q4	–	Sell	-128,290	Closed	-$6.87M	–	170
2015 Q3	$6.87M	Buy	128,290 +23,220	+22%	+$1.34M	0.84%	54
2015 Q2	$7.38M	Buy	105,070 +36,694	+54%	+$2.52M	1%	39
2015 Q1	$4.39M	Buy	68,376 +2,010	+3%	+$125K	0.87%	44
2014 Q4	$4.1M	Buy	66,366 +9,052	+16%	+$534K	0.89%	53
2014 Q3	$3.36M	Sell	57,314 -9,927	-15%	-$635K	0.89%	40
2014 Q2	$4.63M	Buy	67,241 +30,691	+84%	+$2.09M	1.21%	25
2014 Q1	$2.53M	Buy	36,550 +14,580	+66%	+$1.02M	0.92%	43
2013 Q4	$1.54M	Sell	21,970 -5,530	-20%	-$371K	0.57%	74
2013 Q3	$1.67M	Buy	+27,500	New	+$1.48M	0.59%	75

Other funds holding ENS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Monarch Partners Asset Management's ENS Position: Q4 2015 in Review

Monarch Partners Asset Management sold out of EnerSys (ENS) in Q4 2015, closing a stake of 128,290 shares — an estimated $6.87M sold.

Monarch Partners Asset Management first reported a position in ENS in Q3 2013 and held it in 9 quarters. The position peaked at $7.38M in Q2 2015. 223 funds tracked by Wall St. Rank hold ENS as of Q4 2015.

Monarch Partners Asset Management reported no remaining EnerSys position as of Q4 2015 after selling out during the quarter.
Monarch Partners Asset Management sold 128,290 EnerSys shares in Q4 2015, an estimated $6.87M.
Monarch Partners Asset Management first reported a position in EnerSys in Q3 2013 and held it in 9 quarters.
Monarch Partners Asset Management's EnerSys position peaked at $7.38M in Q2 2015.
223 funds tracked by Wall St. Rank held EnerSys as of Q4 2015.

Based on Monarch Partners Asset Management's 13F filing for Q4 2015, filed 10 Feb 2016.