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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

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Veritable's ENS Position: Q3 2023 in Review

Veritable sold out of EnerSys (ENS) in Q3 2023, closing a stake of 4,006 shares — an estimated $435K sold.

Veritable first reported a position in ENS in Q4 2020 and held it in 8 quarters. The position peaked at $435K in Q2 2023. 331 funds tracked by Wall St. Rank hold ENS as of Q3 2023.

  • Veritable reported no remaining EnerSys position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 4,006 EnerSys shares in Q3 2023, an estimated $435K.
  • Veritable first reported a position in EnerSys in Q4 2020 and held it in 8 quarters.
  • Veritable's EnerSys position peaked at $435K in Q2 2023.
  • 331 funds tracked by Wall St. Rank held EnerSys as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.