Montag & Associates’s EnerSys ENS Stock Holding History

Montag & Associates’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 Q2	–	Sell	-9	Closed	-$895	–	989
2024 Q1	$895	Buy	+9	New	+$846	﹤0.01%	939

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Montag & Associates's ENS Position: Q2 2024 in Review

Montag & Associates sold out of EnerSys (ENS) in Q2 2024, closing a stake of 9 shares — an estimated $895 sold.

Montag & Associates first reported a position in ENS in Q1 2024 and held it in 1 quarter. The position peaked at $895 in Q1 2024. 363 funds tracked by Wall St. Rank hold ENS as of Q2 2024.

Montag & Associates reported no remaining EnerSys position as of Q2 2024 after selling out during the quarter.
Montag & Associates sold 9 EnerSys shares in Q2 2024, an estimated $895.
Montag & Associates first reported a position in EnerSys in Q1 2024 and held it in 1 quarter.
Montag & Associates's EnerSys position peaked at $895 in Q1 2024.
363 funds tracked by Wall St. Rank held EnerSys as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.