TWA
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TCI Wealth Advisors’s EnerSys ENS Stock Holding History

TCI 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
Q2 		– Sell
-173
Closed -$15K – 823
2023
Q1 		$15K Hold
173
– – ﹤0.01% 849
2022
Q4 		$12.8K Hold
173
– – ﹤0.01% 910
2022
Q3 		$10K Buy
173
+3
+2% +$191 ﹤0.01% 999
2022
Q2 		$10K Buy
170
+2
+1% +$132 ﹤0.01% 1000
2022
Q1 		$13K Buy
168
+80
+91% +$5.97K ﹤0.01% 921
2021
Q4 		$7K Buy
88
+14
+19% +$1.09K ﹤0.01% 1412
2021
Q3 		$6K Buy
74
+28
+61% +$2.48K ﹤0.01% 1447
2021
Q2 		$4K Buy
46
+12
+35% +$1.12K ﹤0.01% 1558
2021
Q1 		$3K Buy
+34
New +$3.11K ﹤0.01% 1514
2020
Q1 		– Sell
-158
Closed -$12K – 1546
2019
Q4 		$12K Buy
+158
New +$10.9K ﹤0.01% 665

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return