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SYSTM Wealth Solutions’s EnerSys ENS Stock Holding History

SYSTM Wealth Solutions’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
-3,426
Closed -$324K – 755
2024
Q1 		$324K Sell
3,426
-55
-2% -$5.17K 0.04% 339
2023
Q4 		$351K Buy
3,481
+19
+0.5% +$1.75K 0.05% 311
2023
Q3 		$328K Sell
3,462
-142
-4% -$14.6K 0.05% 349
2023
Q2 		$391K Sell
3,604
-49
-1% -$4.47K 0.05% 351
2023
Q1 		$317K Sell
3,653
-481
-12% -$40.5K 0.05% 370
2022
Q4 		$305K Buy
+4,134
New +$289K 0.04% 435

Other funds holding ENS

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

SYSTM Wealth Solutions's ENS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of EnerSys (ENS) in Q2 2024, closing a stake of 3,426 shares — an estimated $324K sold.

SYSTM Wealth Solutions first reported a position in ENS in Q4 2022 and held it in 6 quarters. The position peaked at $391K in Q2 2023. 361 funds tracked by Wall St. Rank hold ENS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining EnerSys position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,426 EnerSys shares in Q2 2024, an estimated $324K.
  • SYSTM Wealth Solutions first reported a position in EnerSys in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's EnerSys position peaked at $391K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held EnerSys as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.