Symphony Financial’s Energizer ENR Stock Holding History

Symphony Financial’s Portfolio ENR Stock Details ENR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,208	Closed	-$417K	–	197
2023 Q1	$417K	Buy	+12,208	New	+$432K	0.11%	153

Other funds holding ENR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Symphony Financial's ENR Position: Q2 2023 in Review

Symphony Financial sold out of Energizer (ENR) in Q2 2023, closing a stake of 12,208 shares — an estimated $417K sold.

Symphony Financial first reported a position in ENR in Q1 2023 and held it in 1 quarter. The position peaked at $417K in Q1 2023. 267 funds tracked by Wall St. Rank hold ENR as of Q2 2023.

Symphony Financial reported no remaining Energizer position as of Q2 2023 after selling out during the quarter.
Symphony Financial sold 12,208 Energizer shares in Q2 2023, an estimated $417K.
Symphony Financial first reported a position in Energizer in Q1 2023 and held it in 1 quarter.
Symphony Financial's Energizer position peaked at $417K in Q1 2023.
267 funds tracked by Wall St. Rank held Energizer as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.