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V
Veritable’s
EnerSys
ENS
Stock Holding History
Veritable’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
Q3
–
Sell
-4,006
Closed
-$435K
–
257
2023
Q2
$435K
Sell
4,006
-22
-0.5%
-$2.01K
0.01%
585
2023
Q1
$350K
Buy
4,028
+100
+3%
+$8.41K
0.01%
641
2022
Q4
$290K
Buy
+3,928
New
+$274K
0.01%
672
2022
Q2
–
Sell
-2,694
Closed
-$201K
–
924
2022
Q1
$201K
Sell
2,694
-519
-16%
-$38.8K
﹤0.01%
862
2021
Q4
$254K
Buy
+3,213
New
+$251K
﹤0.01%
779
2021
Q3
–
Sell
-2,297
Closed
-$224K
–
890
2021
Q2
$224K
Sell
2,297
-313
-12%
-$29.2K
﹤0.01%
800
2021
Q1
$237K
Sell
2,610
-111
-4%
-$10.2K
﹤0.01%
732
2020
Q4
$226K
Buy
+2,721
New
+$213K
﹤0.01%
725
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
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
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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