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SFMG Wealth Advisors’s EnerSys ENS Stock Holding History

SFMG Wealth 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
2020
Q4 		– Sell
-13,850
Closed -$930K – 231
2020
Q3 		$930K Buy
13,850
+200
+1% +$13.8K 0.13% 66
2020
Q2 		$879K Sell
13,650
-775
-5% -$45.6K 0.13% 61
2020
Q1 		$714K Buy
+14,425
New +$942K 0.11% 55

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

SFMG Wealth Advisors's ENS Position: Q4 2020 in Review

SFMG Wealth Advisors sold out of EnerSys (ENS) in Q4 2020, closing a stake of 13,850 shares — an estimated $930K sold.

SFMG Wealth Advisors first reported a position in ENS in Q1 2020 and held it in 3 quarters. The position peaked at $930K in Q3 2020. 292 funds tracked by Wall St. Rank hold ENS as of Q4 2020.

  • SFMG Wealth Advisors reported no remaining EnerSys position as of Q4 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 13,850 EnerSys shares in Q4 2020, an estimated $930K.
  • SFMG Wealth Advisors first reported a position in EnerSys in Q1 2020 and held it in 3 quarters.
  • SFMG Wealth Advisors's EnerSys position peaked at $930K in Q3 2020.
  • 292 funds tracked by Wall St. Rank held EnerSys as of Q4 2020.

Based on SFMG Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.