Sapience Investments’s EnerSys ENS Stock Holding History

Sapience Investments’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	-61,606	Closed	-$5.83M	–	83
2023 Q3	$5.83M	Sell	61,606 -1,900	-3%	-$195K	1.4%	40
2023 Q2	$6.89M	Sell	63,506 -17,684	-22%	-$1.61M	1.55%	33
2023 Q1	$7.05M	Sell	81,190 -16,791	-17%	-$1.41M	1.63%	27
2022 Q4	$7.23M	Sell	97,981 -20,041	-17%	-$1.4M	1.52%	31
2022 Q3	$6.87M	Sell	118,022 -2,890	-2%	-$184K	1.44%	36
2022 Q2	$7.13M	Sell	120,912 -36,403	-23%	-$2.4M	1.34%	39
2022 Q1	$11.7M	Sell	157,315 -6,750	-4%	-$504K	1.43%	34
2021 Q4	$13M	Sell	164,065 -3,310	-2%	-$259K	1.48%	35
2021 Q3	$12.5M	Buy	167,375 +32,465	+24%	+$2.88M	1.48%	31
2021 Q2	$13.2M	Buy	134,910 +6,040	+5%	+$563K	1.64%	16
2021 Q1	$11.7M	Sell	128,870 -8,850	-6%	-$810K	1.47%	31
2020 Q4	$11.4M	Sell	137,720 -10,910	-7%	-$856K	1.59%	21
2020 Q3	$9.98M	Buy	148,630 +39,135	+36%	+$2.69M	1.77%	12
2020 Q2	$7.05M	Sell	109,495 -15,715	-13%	-$926K	1.3%	31
2020 Q1	$6.2M	Buy	+125,210	New	+$8.18M	1.38%	29

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

Janus Henderson Group

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return