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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sapience Investments's ENS Position: Q4 2023 in Review

Sapience Investments sold out of EnerSys (ENS) in Q4 2023, closing a stake of 61,606 shares — an estimated $5.83M sold.

Sapience Investments first reported a position in ENS in Q1 2020 and held it in 15 quarters. The position peaked at $13.2M in Q2 2021. 356 funds tracked by Wall St. Rank hold ENS as of Q4 2023.

  • Sapience Investments reported no remaining EnerSys position as of Q4 2023 after selling out during the quarter.
  • Sapience Investments sold 61,606 EnerSys shares in Q4 2023, an estimated $5.83M.
  • Sapience Investments first reported a position in EnerSys in Q1 2020 and held it in 15 quarters.
  • Sapience Investments's EnerSys position peaked at $13.2M in Q2 2021.
  • 356 funds tracked by Wall St. Rank held EnerSys as of Q4 2023.

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