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Sterling Investment Advisors (Pennsylvania)’s EnerSys ENS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-130
Closed -$10K – 575
2022
Q1 		$10K Hold
130
– – ﹤0.01% 430
2021
Q4 		$10K Buy
+130
New +$10.2K ﹤0.01% 433

Other funds holding ENS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ENS Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of EnerSys (ENS) in Q2 2022, closing a stake of 130 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ENS in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 265 funds tracked by Wall St. Rank hold ENS as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining EnerSys position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 130 EnerSys shares in Q2 2022, an estimated $10K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in EnerSys in Q4 2021 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s EnerSys position peaked at $10K in Q1 2022.
  • 265 funds tracked by Wall St. Rank held EnerSys as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.