SGI
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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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return