Sutton Wealth Advisors’s EnerSys ENS Stock Holding History

Sutton Wealth Advisors’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	-6	Closed	-$443	–	1034
2022 Q4	$443	Hold	6	–	–	﹤0.01%	1511
2022 Q3	$349	Sell	6 -6	-50%	-$382	﹤0.01%	1511
2022 Q2	$708	Hold	12	–	–	﹤0.01%	1375
2022 Q1	$895	Buy	+12	New	+$896	﹤0.01%	1373
2017 Q2	–	Sell	-269	Closed	-$21.2K	–	1087
2017 Q1	$21.2K	Hold	269	–	–	0.02%	497
2016 Q4	$21K	Sell	269 -37	-12%	-$2.71K	0.02%	477
2016 Q3	$21.2K	Hold	306	–	–	0.02%	446
2016 Q2	$18.2K	Buy	306 +85	+38%	+$5.02K	0.02%	470
2016 Q1	$12.3K	Buy	+221	New	+$11.4K	0.01%	556

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

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

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

Sutton Wealth Advisors's ENS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of EnerSys (ENS) in Q1 2023, closing a stake of 6 shares — an estimated $443 sold.

Sutton Wealth Advisors first reported a position in ENS in Q1 2016 and held it in 9 quarters. The position peaked at $21.2K in Q1 2017. 286 funds tracked by Wall St. Rank hold ENS as of Q1 2023.

Sutton Wealth Advisors reported no remaining EnerSys position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 EnerSys shares in Q1 2023, an estimated $443.
Sutton Wealth Advisors first reported a position in EnerSys in Q1 2016 and held it in 9 quarters.
Sutton Wealth Advisors's EnerSys position peaked at $21.2K in Q1 2017.
286 funds tracked by Wall St. Rank held EnerSys as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.