Reilly Financial Advisors’s EnerSys ENS Stock Holding History

Reilly Financial 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
2021 Q4	$82K	Sell	1,043 -153,377	-99%	-$12M	0.01%	317
2021 Q3	$11.5M	Buy	154,420 +6,726	+5%	+$597K	0.98%	45
2021 Q2	$14.4M	Buy	147,694 +26,540	+22%	+$2.48M	1.17%	40
2021 Q1	$11M	Sell	121,154 -394	-0.3%	-$36.1K	0.97%	48
2020 Q4	$10.1M	Sell	121,548 -965	-0.8%	-$75.7K	0.95%	48
2020 Q3	$8.22M	Sell	122,513 -17,337	-12%	-$1.19M	0.88%	51
2020 Q2	$9M	Buy	139,850 +1,396	+1%	+$82.2K	1.06%	43
2020 Q1	$6.86M	Buy	+138,454	New	+$9.04M	0.99%	47

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Reilly Financial Advisors's ENS Position: Q4 2021 in Review

Reilly Financial Advisors reduced its EnerSys (ENS) stake by 99% in Q4 2021, selling an estimated $12M and leaving 1,043 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #317.

Reilly Financial Advisors first reported a position in ENS in Q1 2020 and has held it in 8 quarters since. The position peaked at $14.4M in Q2 2021. 285 funds tracked by Wall St. Rank hold ENS as of Q4 2021.

Reilly Financial Advisors held 1,043 shares of EnerSys worth $82K as of Q4 2021.
Reilly Financial Advisors sold 153,377 EnerSys shares in Q4 2021, an estimated $12M.
EnerSys made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #317 holding.
Reilly Financial Advisors first reported a position in EnerSys in Q1 2020 and has held it in 8 quarters since.
Reilly Financial Advisors's EnerSys position peaked at $14.4M in Q2 2021.
285 funds tracked by Wall St. Rank held EnerSys as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.