MWM
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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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return