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Waverly Advisors’s EnerSys ENS Stock Holding History

Waverly 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
2026
Q1 		$269K Sell
1,551
-25
-2% -$4.24K ﹤0.01% 1356
2025
Q4 		$231K Buy
+1,576
New +$210K ﹤0.01% 1329
2015
Q4 		– Sell
-328
Closed -$18K – 205
2015
Q3 		$18K Sell
328
-101
-24% -$5.83K 0.01% 289
2015
Q2 		$30K Buy
429
+129
+43% +$8.85K 0.02% 186
2015
Q1 		$19K Hold
300
– – 0.01% 196
2014
Q4 		$19K Hold
300
– – 0.01% 218
2014
Q3 		$18K Hold
300
– – 0.01% 355
2014
Q2 		$21K Buy
+300
New +$20.4K 0.01% 324
2014
Q1 		– Sell
-821
Closed -$58K – 728
2013
Q4 		$58K Buy
+821
New +$55.1K 0.02% 311

Other funds holding ENS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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