Rational Advisors’s EnerSys ENS Stock Holding History

Rational 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 Q4	–	Sell	-112	Closed	-$12.2K	–	227
2023 Q3	$12.2K	Hold	112	–	–	﹤0.01%	218
2023 Q2	$12.2K	Hold	112	–	–	﹤0.01%	208
2023 Q1	$9.73K	Hold	112	–	–	﹤0.01%	212
2022 Q4	$8.27K	Hold	112	–	–	﹤0.01%	197
2022 Q3	$7K	Buy	112 +1	+0.9%	+$64	﹤0.01%	210
2022 Q2	$7K	Buy	111 +3	+3%	+$198	﹤0.01%	206
2022 Q1	$8K	Buy	+108	New	+$8.06K	﹤0.01%	221

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Rational Advisors's ENS Position: Q4 2023 in Review

Rational Advisors sold out of EnerSys (ENS) in Q4 2023, closing a stake of 112 shares — an estimated $12.2K sold.

Rational Advisors first reported a position in ENS in Q1 2022 and held it in 7 quarters. The position peaked at $12.2K in Q3 2023. 356 funds tracked by Wall St. Rank hold ENS as of Q4 2023.

Rational Advisors reported no remaining EnerSys position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 112 EnerSys shares in Q4 2023, an estimated $12.2K.
Rational Advisors first reported a position in EnerSys in Q1 2022 and held it in 7 quarters.
Rational Advisors's EnerSys position peaked at $12.2K in Q3 2023.
356 funds tracked by Wall St. Rank held EnerSys as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.