Westwood Holdings Group’s EnerSys ENS Stock Holding History

Westwood Holdings Group’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 Q1	–	Sell	-6,674	Closed	-$493K	–	519
2022 Q4	$493K	Buy	+6,674	New	+$466K	﹤0.01%	405
2013 Q4	–	Sell	-55,100	Closed	-$3.34M	–	313
2013 Q3	$3.34M	Sell	55,100 -2,300	-4%	-$124K	0.03%	236
2013 Q2	$2.81M	Buy	+57,400	New	+$2.72M	0.02%	251

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westwood Holdings Group's ENS Position: Q1 2023 in Review

Westwood Holdings Group sold out of EnerSys (ENS) in Q1 2023, closing a stake of 6,674 shares — an estimated $493K sold.

Westwood Holdings Group first reported a position in ENS in Q2 2013 and held it in 3 quarters. The position peaked at $3.34M in Q3 2013. 286 funds tracked by Wall St. Rank hold ENS as of Q1 2023.

Westwood Holdings Group reported no remaining EnerSys position as of Q1 2023 after selling out during the quarter.
Westwood Holdings Group sold 6,674 EnerSys shares in Q1 2023, an estimated $493K.
Westwood Holdings Group first reported a position in EnerSys in Q2 2013 and held it in 3 quarters.
Westwood Holdings Group's EnerSys position peaked at $3.34M in Q3 2013.
286 funds tracked by Wall St. Rank held EnerSys as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.