Omnia Family Wealth’s EnerSys ENS Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-18	Closed	-$1K	–	228
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	529
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	491
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	439
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	512
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	538
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	555
2017 Q3	$1K	Sell	18 -38	-68%	-$2.6K	﹤0.01%	561
2017 Q2	$4K	Hold	56	–	–	﹤0.01%	450
2017 Q1	$4K	Hold	56	–	–	﹤0.01%	436
2016 Q4	$4K	Buy	+56	New	+$4.11K	﹤0.01%	428

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

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

Omnia Family Wealth's ENS Position: Q2 2019 in Review

Omnia Family Wealth sold out of EnerSys (ENS) in Q2 2019, closing a stake of 18 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in ENS in Q4 2016 and held it in 10 quarters. The position peaked at $4K in Q2 2017. 255 funds tracked by Wall St. Rank hold ENS as of Q2 2019.

Omnia Family Wealth reported no remaining EnerSys position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 18 EnerSys shares in Q2 2019, an estimated $1K.
Omnia Family Wealth first reported a position in EnerSys in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's EnerSys position peaked at $4K in Q2 2017.
255 funds tracked by Wall St. Rank held EnerSys as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.