Steward Financial Group’s EnerSys ENS Stock Holding History

Steward Financial Group’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 Q3	$3K	Buy	+38	New	+$3.9K	﹤0.01%	818
2023 Q2	–	Sell	-36	Closed	-$3K	–	618
2023 Q1	$3K	Buy	36 +22	+157%	+$1.85K	﹤0.01%	406
2022 Q4	$1K	Buy	+14	New	+$978	﹤0.01%	408
2022 Q3	–	Sell	-21	Closed	-$1K	–	466
2022 Q2	$1K	Buy	+21	New	+$1.38K	﹤0.01%	719

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Financial Group's ENS Position: Q3 2023 in Review

Steward Financial Group opened a new position in EnerSys (ENS) in Q3 2023: 38 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ENS as recently as Q1 2023.

Steward Financial Group first reported a position in ENS in Q2 2022 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold ENS as of Q3 2023.

Steward Financial Group held 38 shares of EnerSys worth $3K as of Q3 2023.
EnerSys was a new Steward Financial Group position in Q3 2023.
EnerSys made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #818 holding.
Steward Financial Group first reported a position in EnerSys in Q2 2022 and has held it in 4 quarters since.
331 funds tracked by Wall St. Rank held EnerSys as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.