NWQ Investment Management Company’s EnerSys ENS Stock Holding History

NWQ Investment Management Company’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
2020 Q3	$8.29M	Sell	123,528 -33,386	-21%	-$2.3M	0.37%	81
2020 Q2	$10.1K	Sell	156,914 -163,225	-51%	-$9.61M	0.34%	79
2020 Q1	$15.9M	Sell	320,139 -64,267	-17%	-$4.2M	0.64%	62
2019 Q4	$28.8M	Sell	384,406 -101,193	-21%	-$7.01M	0.72%	51
2019 Q3	$32M	Sell	485,599 -102,845	-17%	-$6.46M	0.77%	52
2019 Q2	$40.3M	Buy	588,444 +61,997	+12%	+$4.05M	0.91%	40
2019 Q1	$34.3M	Sell	526,447 -15,220	-3%	-$1.15M	0.75%	56
2018 Q4	$42M	Sell	541,667 -73,055	-12%	-$5.92M	0.99%	32
2018 Q3	$49.9M	Sell	614,722 -39,154	-6%	-$3.14M	0.99%	32
2018 Q2	$48.8M	Sell	653,876 -56,416	-8%	-$4.21M	0.88%	46
2018 Q1	$49.3M	Sell	710,292 -46,831	-6%	-$3.33M	0.8%	52
2017 Q4	$52.7M	Sell	757,123 -31,424	-4%	-$2.15M	0.68%	51
2017 Q3	$54.5M	Sell	788,547 -6,655	-0.8%	-$455K	0.67%	51
2017 Q2	$57.6M	Sell	795,202 -3,822	-0.5%	-$301K	0.8%	48
2017 Q1	$63.1M	Buy	799,024 +13,068	+2%	+$1.02M	0.83%	47
2016 Q4	$61.4M	Sell	785,956 -284,965	-27%	-$20.9M	0.83%	43
2016 Q3	$74.1M	Sell	1,070,921 -79,290	-7%	-$5.28M	1.08%	28
2016 Q2	$68.4M	Buy	1,150,211 +47,103	+4%	+$2.78M	1.17%	28
2016 Q1	$61.5M	Buy	1,103,108 +44,376	+4%	+$2.29M	0.96%	45
2015 Q4	$59.2M	Buy	1,058,732 +341,143	+48%	+$20.6M	0.92%	45
2015 Q3	$38.4M	Buy	717,589 +4,773	+0.7%	+$275K	0.59%	69
2015 Q2	$50.1M	Sell	712,816 -8,833	-1%	-$606K	0.69%	64
2015 Q1	$46.4M	Buy	721,649 +34,842	+5%	+$2.18M	0.58%	69
2014 Q4	$42.4M	Buy	686,807 +133,251	+24%	+$7.86M	0.51%	69
2014 Q3	$32.5M	Buy	553,556 +256,737	+86%	+$16.4M	0.36%	78
2014 Q2	$20.4M	Buy	296,819 +25,413	+9%	+$1.73M	0.21%	99
2014 Q1	$18.8M	Buy	271,406 +27,536	+11%	+$1.93M	0.16%	95
2013 Q4	$17.1M	Sell	243,870 -54,131	-18%	-$3.63M	0.15%	98
2013 Q3	$18.1M	Buy	298,001 +8,976	+3%	+$482K	0.17%	77
2013 Q2	$14.2M	Buy	+289,025	New	+$13.7M	0.12%	78

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 $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWQ Investment Management Company's ENS Position: Q3 2020 in Review

NWQ Investment Management Company reduced its EnerSys (ENS) stake by 21% in Q3 2020, selling an estimated $2.3M and leaving 123,528 shares worth $8.29M. The position accounts for 0.37% of the portfolio, ranked #81.

NWQ Investment Management Company first reported a position in ENS in Q2 2013 and has held it in 30 quarters since. The position peaked at $74.1M in Q3 2016. 267 funds tracked by Wall St. Rank hold ENS as of Q3 2020.

NWQ Investment Management Company held 123,528 shares of EnerSys worth $8.29M as of Q3 2020.
NWQ Investment Management Company sold 33,386 EnerSys shares in Q3 2020, an estimated $2.3M.
EnerSys made up 0.37% of NWQ Investment Management Company's portfolio in Q3 2020, its #81 holding.
NWQ Investment Management Company first reported a position in EnerSys in Q2 2013 and has held it in 30 quarters since.
NWQ Investment Management Company's EnerSys position peaked at $74.1M in Q3 2016.
267 funds tracked by Wall St. Rank held EnerSys as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.