Mount Yale Investment Advisors’s EnerSys ENS Stock Holding History

Mount Yale Investment Advisors’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
2021 Q3	–	Sell	-2,460	Closed	-$240K	–	469
2021 Q2	$240K	Sell	2,460 -36	-1%	-$3.36K	0.03%	373
2021 Q1	$227K	Sell	2,496 -631	-20%	-$57.8K	0.03%	380
2020 Q4	$260K	Sell	3,127 -296	-9%	-$23.2K	0.04%	326
2020 Q3	$230K	Buy	+3,423	New	+$235K	0.03%	308
2018 Q3	–	Sell	-68	Closed	-$5K	–	954
2018 Q2	$5K	Buy	+68	New	+$5.08K	﹤0.01%	898

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mount Yale Investment Advisors's ENS Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of EnerSys (ENS) in Q3 2021, closing a stake of 2,460 shares — an estimated $240K sold.

Mount Yale Investment Advisors first reported a position in ENS in Q2 2018 and held it in 5 quarters. The position peaked at $260K in Q4 2020. 285 funds tracked by Wall St. Rank hold ENS as of Q3 2021.

Mount Yale Investment Advisors reported no remaining EnerSys position as of Q3 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,460 EnerSys shares in Q3 2021, an estimated $240K.
Mount Yale Investment Advisors first reported a position in EnerSys in Q2 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's EnerSys position peaked at $260K in Q4 2020.
285 funds tracked by Wall St. Rank held EnerSys as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.