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Wetzel Investment Advisors’s EnerSys ENS Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-3
Closed -$283 – 349
2024
Q2 		$283 Hold
3
– – ﹤0.01% 906
2024
Q1 		$271 Hold
3
– – ﹤0.01% 1008
2023
Q4 		$0 Buy
+3
New +$276 ﹤0.01% 1019

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wetzel Investment Advisors's ENS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of EnerSys (ENS) in Q3 2024, closing a stake of 3 shares — an estimated $283 sold.

Wetzel Investment Advisors first reported a position in ENS in Q4 2023 and held it in 3 quarters. The position peaked at $283 in Q2 2024. 365 funds tracked by Wall St. Rank hold ENS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining EnerSys position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3 EnerSys shares in Q3 2024, an estimated $283.
  • Wetzel Investment Advisors first reported a position in EnerSys in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's EnerSys position peaked at $283 in Q2 2024.
  • 365 funds tracked by Wall St. Rank held EnerSys as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.