One Wealth Advisors’s EnerSys ENS Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-149	Closed	-$11K	–	322
2022 Q4	$11K	Buy	+149	New	+$10.4K	﹤0.01%	623
2019 Q2	–	Sell	-55	Closed	-$4K	–	225
2019 Q1	$4K	Buy	+55	New	+$4.16K	﹤0.01%	385
2018 Q4	–	Sell	-51	Closed	-$4K	–	216
2018 Q3	$4K	Hold	51	–	–	﹤0.01%	424
2018 Q2	$4K	Hold	51	–	–	﹤0.01%	421
2018 Q1	$4K	Hold	51	–	–	﹤0.01%	392
2017 Q4	$4K	Buy	+51	New	+$3.49K	﹤0.01%	442

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

One Wealth Advisors's ENS Position: Q1 2023 in Review

One Wealth Advisors sold out of EnerSys (ENS) in Q1 2023, closing a stake of 149 shares — an estimated $11K sold.

One Wealth Advisors first reported a position in ENS in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q4 2022. 286 funds tracked by Wall St. Rank hold ENS as of Q1 2023.

One Wealth Advisors reported no remaining EnerSys position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 149 EnerSys shares in Q1 2023, an estimated $11K.
One Wealth Advisors first reported a position in EnerSys in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's EnerSys position peaked at $11K in Q4 2022.
286 funds tracked by Wall St. Rank held EnerSys as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.