Valeo Financial Advisors’s EnerSys ENS Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-3	Closed	–	–	891
2021 Q1	$0	Buy	+3	New	+$275	﹤0.01%	2071
2020 Q3	–	Sell	-27	Closed	-$2K	–	1744
2020 Q2	$2K	Hold	27	–	–	﹤0.01%	1743
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	1645
2019 Q4	$2K	Hold	27	–	–	﹤0.01%	1445
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	1369
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	1392
2019 Q1	$2K	Sell	27 -34	-56%	-$2.57K	﹤0.01%	1343
2018 Q4	$5K	Sell	61 -39	-39%	-$3.16K	﹤0.01%	1068
2018 Q3	$8K	Buy	100 +31	+45%	+$2.49K	﹤0.01%	1031
2018 Q2	$5K	Hold	69	–	–	﹤0.01%	1127
2018 Q1	$5K	Buy	69 +2	+3%	+$142	﹤0.01%	1125
2017 Q4	$5K	Buy	67 +22	+49%	+$1.51K	﹤0.01%	998
2017 Q3	$3K	Buy	+45	New	+$3.08K	﹤0.01%	951

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Valeo Financial Advisors's ENS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of EnerSys (ENS) in Q2 2021, closing a stake of 3 shares.

Valeo Financial Advisors first reported a position in ENS in Q3 2017 and held it in 13 quarters. The position peaked at $8K in Q3 2018. 292 funds tracked by Wall St. Rank hold ENS as of Q2 2021.

Valeo Financial Advisors reported no remaining EnerSys position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3 EnerSys shares in Q2 2021.
Valeo Financial Advisors first reported a position in EnerSys in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's EnerSys position peaked at $8K in Q3 2018.
292 funds tracked by Wall St. Rank held EnerSys as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.