Plante Moran Financial Advisors’s Energizer ENR Stock Holding History

Plante Moran Financial Advisors’s Portfolio ENR Stock Details ENR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-144	Closed	-$4.83K	–	819
2022 Q4	$4.83K	Buy	+144	New	+$4.42K	﹤0.01%	679
2021 Q3	–	Sell	-220	Closed	-$9K	–	947
2021 Q2	$9K	Buy	220 +62	+39%	+$2.9K	﹤0.01%	688
2021 Q1	$7K	Buy	+158	New	+$7.27K	﹤0.01%	705
2020 Q3	–	Sell	-567	Closed	-$27K	–	858
2020 Q2	$27K	Hold	567	–	–	0.01%	378
2020 Q1	$17K	Hold	567	–	–	0.01%	409
2019 Q4	$28K	Hold	567	–	–	0.01%	405
2019 Q3	$25K	Hold	567	–	–	0.01%	453
2019 Q2	$22K	Hold	567	–	–	0.01%	464
2019 Q1	$25K	Sell	567 -21	-4%	-$969	0.01%	438
2018 Q4	$27K	Buy	588 +21	+4%	+$1.12K	0.01%	392
2018 Q3	$33K	Hold	567	–	–	0.01%	368
2018 Q2	$36K	Hold	567	–	–	0.02%	396
2018 Q1	$34K	Hold	567	–	–	0.02%	419
2017 Q4	$27K	Buy	+567	New	+$26.1K	0.02%	453

Other funds holding ENR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Plante Moran Financial Advisors's ENR Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Energizer (ENR) in Q1 2023, closing a stake of 144 shares — an estimated $4.83K sold.

Plante Moran Financial Advisors first reported a position in ENR in Q4 2017 and held it in 14 quarters. The position peaked at $36K in Q2 2018. 266 funds tracked by Wall St. Rank hold ENR as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Energizer position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 144 Energizer shares in Q1 2023, an estimated $4.83K.
Plante Moran Financial Advisors first reported a position in Energizer in Q4 2017 and held it in 14 quarters.
Plante Moran Financial Advisors's Energizer position peaked at $36K in Q2 2018.
266 funds tracked by Wall St. Rank held Energizer as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.