UMB Bank’s EnerSys ENS Stock Holding History

UMB Bank’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
2026 Q1	$129K	Hold	742	–	–	﹤0.01%	852
2025 Q4	$109K	Buy	742 +5	+0.7%	+$668	﹤0.01%	914
2025 Q3	$83.3K	Sell	737 -36	-5%	-$3.54K	﹤0.01%	943
2025 Q2	$66.3K	Buy	773 +345	+81%	+$30.1K	﹤0.01%	1011
2025 Q1	$39.2K	Buy	428 +284	+197%	+$27.7K	﹤0.01%	1151
2024 Q4	$13.3K	Sell	144 -4	-3%	-$389	﹤0.01%	1389
2024 Q3	$15.1K	Sell	148 -206	-58%	-$20.8K	﹤0.01%	1332
2024 Q2	$36.6K	Buy	354 +94	+36%	+$9.22K	﹤0.01%	896
2024 Q1	$24.6K	Buy	260 +11	+4%	+$1.03K	﹤0.01%	1014
2023 Q4	$25.1K	Sell	249 -371	-60%	-$34.1K	﹤0.01%	998
2023 Q3	$58.7K	Buy	620 +164	+36%	+$16.8K	﹤0.01%	798
2023 Q2	$49.5K	Hold	456	–	–	﹤0.01%	850
2023 Q1	$39.6K	Hold	456	–	–	﹤0.01%	904
2022 Q4	$34K	Sell	456 -4	-0.9%	-$279	﹤0.01%	949
2022 Q3	$27K	Hold	460	–	–	﹤0.01%	1019
2022 Q2	$27K	Sell	460 -492	-52%	-$32.4K	﹤0.01%	1066
2022 Q1	$71K	Sell	952 -612	-39%	-$45.7K	﹤0.01%	857
2021 Q4	$123K	Buy	+1,564	New	+$122K	﹤0.01%	768

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return