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Sage Financial Management Group’s EnerSys ENS Stock Holding History

Sage Financial Management Group’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
Q2 		– Sell
-1,068
Closed -$97K – 54
2021
Q1 		$97K Buy
+1,068
New +$97.8K 0.07% 42

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Sage Financial Management Group's ENS Position: Q2 2021 in Review

Sage Financial Management Group sold out of EnerSys (ENS) in Q2 2021, closing a stake of 1,068 shares — an estimated $97K sold.

Sage Financial Management Group first reported a position in ENS in Q1 2021 and held it in 1 quarter. The position peaked at $97K in Q1 2021. 292 funds tracked by Wall St. Rank hold ENS as of Q2 2021.

  • Sage Financial Management Group reported no remaining EnerSys position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,068 EnerSys shares in Q2 2021, an estimated $97K.
  • Sage Financial Management Group first reported a position in EnerSys in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's EnerSys position peaked at $97K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held EnerSys as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.