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UBS’s EnerSys ENS Stock Holding History

UBS’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
2014
Q3 		$213K Buy
3,630
+398
+12% +$25.4K ﹤0.01% 5127
2014
Q2 		$222K Sell
3,232
-46,995
-94% -$3.19M ﹤0.01% 5046
2014
Q1 		$3.48M Buy
50,227
+5,689
+13% +$399K ﹤0.01% 2214
2013
Q4 		$3.12M Buy
44,538
+30,846
+225% +$2.07M ﹤0.01% 2352
2013
Q3 		$830K Buy
13,692
+1,907
+16% +$102K ﹤0.01% 3554
2013
Q2 		$578K Buy
+11,785
New +$558K ﹤0.01% 3962

Other funds holding ENS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS's ENS Position: Q3 2014 in Review

UBS increased its EnerSys (ENS) stake by 12% in Q3 2014, buying an estimated $25.4K and bringing the position to 3,630 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #5127.

UBS first reported a position in ENS in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.48M in Q1 2014. 230 funds tracked by Wall St. Rank hold ENS as of Q3 2014.

  • UBS held 3,630 shares of EnerSys worth $213K as of Q3 2014.
  • UBS bought 398 EnerSys shares in Q3 2014, an estimated $25.4K.
  • EnerSys made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5127 holding.
  • UBS first reported a position in EnerSys in Q2 2013 and has held it in 6 quarters since.
  • UBS's EnerSys position peaked at $3.48M in Q1 2014.
  • 230 funds tracked by Wall St. Rank held EnerSys as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.