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Summit Global Investments’s EnerSys ENS Stock Holding History

Summit Global 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
2024
Q2 		– Sell
-11,779
Closed -$1.11M – 519
2024
Q1 		$1.11M Buy
+11,779
New +$1.11M 0.08% 188
2018
Q2 		– Sell
-8,200
Closed -$569K – 278
2018
Q1 		$569K Sell
8,200
-100
-1% -$7.11K 0.09% 177
2017
Q4 		$578K Buy
8,300
+1,100
+15% +$75.4K 0.09% 156
2017
Q3 		$498K Buy
7,200
+600
+9% +$41K 0.08% 198
2017
Q2 		$478K Buy
+6,600
New +$520K 0.14% 214

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Summit Global Investments's ENS Position: Q2 2024 in Review

Summit Global Investments sold out of EnerSys (ENS) in Q2 2024, closing a stake of 11,779 shares — an estimated $1.11M sold.

Summit Global Investments first reported a position in ENS in Q2 2017 and held it in 5 quarters. The position peaked at $1.11M in Q1 2024. 363 funds tracked by Wall St. Rank hold ENS as of Q2 2024.

  • Summit Global Investments reported no remaining EnerSys position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 11,779 EnerSys shares in Q2 2024, an estimated $1.11M.
  • Summit Global Investments first reported a position in EnerSys in Q2 2017 and held it in 5 quarters.
  • Summit Global Investments's EnerSys position peaked at $1.11M in Q1 2024.
  • 363 funds tracked by Wall St. Rank held EnerSys as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.