WCM Investment Management
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WCM Investment Management’s EnerSys ENS Stock Holding History

WCM Investment Management’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
2022
Q2 		– Sell
-231,022
Closed -$17.2M – 206
2022
Q1 		$17.2M Sell
231,022
-53,495
-19% -$3.99M 0.05% 84
2021
Q4 		$22.5M Sell
284,517
-9,557
-3% -$746K 0.05% 75
2021
Q3 		$21.9M Buy
294,074
+7,242
+3% +$642K 0.05% 72
2021
Q2 		$28M Buy
286,832
+17,534
+7% +$1.64M 0.07% 59
2021
Q1 		$24.5M Buy
269,298
+33,287
+14% +$3.05M 0.07% 60
2020
Q4 		$19.6M Buy
236,011
+4,057
+2% +$318K 0.05% 60
2020
Q3 		$15.6M Sell
231,954
-81,452
-26% -$5.6M 0.05% 59
2020
Q2 		$20.2M Buy
313,406
+4,365
+1% +$257K 0.08% 47
2020
Q1 		$15.3M Sell
309,041
-3,874
-1% -$253K 0.08% 48
2019
Q4 		$23.4M Buy
312,915
+122,447
+64% +$8.48M 0.13% 40
2019
Q3 		$12.6M Sell
190,468
-11,405
-6% -$716K 0.08% 46
2019
Q2 		$13.8M Buy
201,873
+20,023
+11% +$1.31M 0.09% 43
2019
Q1 		$11.8M Buy
181,850
+73,435
+68% +$5.55M 0.08% 46
2018
Q4 		$8.41M Buy
108,415
+10,210
+10% +$828K 0.08% 44
2018
Q3 		$8.56M Buy
98,205
+19,220
+24% +$1.54M 0.08% 39
2018
Q2 		$5.89M Sell
78,985
-35,236
-31% -$2.63M 0.06% 46
2018
Q1 		$7.92M Sell
114,221
-39,341
-26% -$2.8M 0.07% 44
2017
Q4 		$10.7M Buy
153,562
+127,980
+500% +$8.77M 0.12% 41
2017
Q3 		$1.77M Buy
25,582
+1,485
+6% +$102K 0.02% 66
2017
Q2 		$1.75M Buy
24,097
+610
+3% +$48K 0.03% 63
2017
Q1 		$1.85M Buy
23,487
+1,955
+9% +$152K 0.02% 88
2016
Q4 		$1.68M Buy
21,532
+9,090
+73% +$667K 0.02% 94
2016
Q3 		$861K Buy
+12,442
New +$829K 0.01% 140

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

WCM Investment Management's ENS Position: Q2 2022 in Review

WCM Investment Management sold out of EnerSys (ENS) in Q2 2022, closing a stake of 231,022 shares — an estimated $17.2M sold.

WCM Investment Management first reported a position in ENS in Q3 2016 and held it in 23 quarters. The position peaked at $28M in Q2 2021. 264 funds tracked by Wall St. Rank hold ENS as of Q2 2022.

  • WCM Investment Management reported no remaining EnerSys position as of Q2 2022 after selling out during the quarter.
  • WCM Investment Management sold 231,022 EnerSys shares in Q2 2022, an estimated $17.2M.
  • WCM Investment Management first reported a position in EnerSys in Q3 2016 and held it in 23 quarters.
  • WCM Investment Management's EnerSys position peaked at $28M in Q2 2021.
  • 264 funds tracked by Wall St. Rank held EnerSys as of Q2 2022.

Based on WCM Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.