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Moran Wealth Management’s EnerSys ENS Stock Holding History

Moran Wealth 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
2024
Q1 		– Sell
-16,345
Closed -$1.65M – 422
2023
Q4 		$1.65M Sell
16,345
-26,922
-62% -$2.48M 0.06% 261
2023
Q3 		$4.1M Buy
43,267
+458
+1% +$47K 0.16% 171
2023
Q2 		$4.65M Sell
42,809
-924
-2% -$84.4K 0.17% 160
2023
Q1 		$3.8M Buy
43,733
+9,550
+28% +$803K 0.14% 180
2022
Q4 		$2.52M Buy
+34,183
New +$2.39M 0.1% 196

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 $3.38T AUM 44.17% 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

Moran Wealth Management's ENS Position: Q1 2024 in Review

Moran Wealth Management sold out of EnerSys (ENS) in Q1 2024, closing a stake of 16,345 shares — an estimated $1.65M sold.

Moran Wealth Management first reported a position in ENS in Q4 2022 and held it in 5 quarters. The position peaked at $4.65M in Q2 2023. 372 funds tracked by Wall St. Rank hold ENS as of Q1 2024.

  • Moran Wealth Management reported no remaining EnerSys position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 16,345 EnerSys shares in Q1 2024, an estimated $1.65M.
  • Moran Wealth Management first reported a position in EnerSys in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's EnerSys position peaked at $4.65M in Q2 2023.
  • 372 funds tracked by Wall St. Rank held EnerSys as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.