Waddell & Reed Financial’s EnerSys ENS Stock Holding History

Waddell & Reed Financial’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 Q1	$51.3M	Sell	564,572 -101,816	-15%	-$9.32M	0.11%	227
2020 Q4	$55.4M	Sell	666,388 -24,412	-4%	-$1.92M	0.12%	203
2020 Q3	$46.4M	Buy	690,800 +98,851	+17%	+$6.8M	0.11%	209
2020 Q2	$38.1M	Buy	591,949 +112,634	+23%	+$6.63M	0.1%	230
2020 Q1	$23.7M	Sell	479,315 -249,783	-34%	-$16.3M	0.08%	263
2019 Q4	$54.6M	Buy	729,098 +333,978	+85%	+$23.1M	0.14%	189
2019 Q3	$26.1M	Buy	395,120 +40,224	+11%	+$2.53M	0.07%	294
2019 Q2	$24.3M	Buy	354,896 +35,548	+11%	+$2.32M	0.06%	313
2019 Q1	$20.8M	Buy	319,348 +74,445	+30%	+$5.63M	0.05%	339
2018 Q4	$19M	Buy	+244,903	New	+$19.9M	0.05%	325

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waddell & Reed Financial's ENS Position: Q1 2021 in Review

Waddell & Reed Financial reduced its EnerSys (ENS) stake by 15% in Q1 2021, selling an estimated $9.32M and leaving 564,572 shares worth $51.3M. The position accounts for 0.11% of the portfolio, ranked #227.

Waddell & Reed Financial first reported a position in ENS in Q4 2018 and has held it in 10 quarters since. The position peaked at $55.4M in Q4 2020. 308 funds tracked by Wall St. Rank hold ENS as of Q1 2021.

Waddell & Reed Financial held 564,572 shares of EnerSys worth $51.3M as of Q1 2021.
Waddell & Reed Financial sold 101,816 EnerSys shares in Q1 2021, an estimated $9.32M.
EnerSys made up 0.11% of Waddell & Reed Financial's portfolio in Q1 2021, its #227 holding.
Waddell & Reed Financial first reported a position in EnerSys in Q4 2018 and has held it in 10 quarters since.
Waddell & Reed Financial's EnerSys position peaked at $55.4M in Q4 2020.
308 funds tracked by Wall St. Rank held EnerSys as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.