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Planning Capital Management Corporation’s EnerSys ENS Stock Holding History

Planning Capital Management Corporation’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
Q3 		$16.6K Hold
163
– – 0.01% 343
2024
Q2 		$16.9K Hold
163
– – 0.01% 315
2024
Q1 		$15.4K Hold
163
– – 0.01% 350
2023
Q4 		$16.5K Buy
+163
New +$15K 0.01% 334

Other funds holding ENS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Planning Capital Management Corporation's ENS Position: Q3 2024 in Review

Planning Capital Management Corporation held its EnerSys (ENS) position steady in Q3 2024 at 163 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #343.

Planning Capital Management Corporation first reported a position in ENS in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.9K in Q2 2024. 364 funds tracked by Wall St. Rank hold ENS as of Q3 2024.

  • Planning Capital Management Corporation held 163 shares of EnerSys worth $16.6K as of Q3 2024.
  • Planning Capital Management Corporation left its EnerSys share count unchanged in Q3 2024.
  • EnerSys made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #343 holding.
  • Planning Capital Management Corporation first reported a position in EnerSys in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's EnerSys position peaked at $16.9K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held EnerSys as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.