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Sowell Financial Services’s EnerSys ENS Stock Holding History

Sowell Financial Services’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
-2,215
Closed -$199K – 1152
2021
Q1 		$199K Buy
2,215
+2,170
+4,822% +$199K 0.01% 1053
2020
Q4 		$4K Hold
45
– – ﹤0.01% 2325
2020
Q3 		$3K Hold
45
– – ﹤0.01% 2116
2020
Q2 		$3K Hold
45
– – ﹤0.01% 2033
2020
Q1 		$2K Sell
45
-19
-30% -$1.24K ﹤0.01% 2052
2019
Q4 		$5K Buy
+64
New +$4.43K ﹤0.01% 1899

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 $3.37T AUM 44.26% 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

Sowell Financial Services's ENS Position: Q2 2021 in Review

Sowell Financial Services sold out of EnerSys (ENS) in Q2 2021, closing a stake of 2,215 shares — an estimated $199K sold.

Sowell Financial Services first reported a position in ENS in Q4 2019 and held it in 6 quarters. The position peaked at $199K in Q1 2021. 292 funds tracked by Wall St. Rank hold ENS as of Q2 2021.

  • Sowell Financial Services reported no remaining EnerSys position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,215 EnerSys shares in Q2 2021, an estimated $199K.
  • Sowell Financial Services first reported a position in EnerSys in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's EnerSys position peaked at $199K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held EnerSys as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.