Sustainable Insight Capital Management’s EnerSys ENS Stock Holding History

Sustainable Insight Capital Management’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 Q1	–	Sell	-4,100	Closed	-$303K	–	105
2022 Q4	$303K	Sell	4,100 -500	-11%	-$34.9K	0.34%	67
2022 Q3	$268K	Buy	4,600 +200	+5%	+$12.7K	0.31%	80
2022 Q2	$274K	Sell	4,400 -200	-4%	-$13.2K	0.27%	84
2022 Q1	$343K	Sell	4,600 -826	-15%	-$61.7K	0.24%	70
2021 Q4	$429K	Buy	5,426 +1,974	+57%	+$154K	0.23%	56
2021 Q3	$257K	Buy	3,452 +500	+17%	+$44.3K	0.16%	91
2021 Q2	$288K	Buy	2,952 +600	+26%	+$56K	0.17%	92
2021 Q1	$214K	Buy	+2,352	New	+$215K	0.14%	107

Other funds holding ENS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sustainable Insight Capital Management's ENS Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of EnerSys (ENS) in Q1 2023, closing a stake of 4,100 shares — an estimated $303K sold.

Sustainable Insight Capital Management first reported a position in ENS in Q1 2021 and held it in 8 quarters. The position peaked at $429K in Q4 2021. 286 funds tracked by Wall St. Rank hold ENS as of Q1 2023.

Sustainable Insight Capital Management reported no remaining EnerSys position as of Q1 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 4,100 EnerSys shares in Q1 2023, an estimated $303K.
Sustainable Insight Capital Management first reported a position in EnerSys in Q1 2021 and held it in 8 quarters.
Sustainable Insight Capital Management's EnerSys position peaked at $429K in Q4 2021.
286 funds tracked by Wall St. Rank held EnerSys as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.