WR Wealth Planners’s EnerSys ENS Stock Holding History

WR Wealth Planners’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	-4	Closed	-$403	–	1160
2024 Q2	$414	Hold	4	–	–	﹤0.01%	1032
2024 Q1	$378	Buy	+4	New	+$376	﹤0.01%	1062

Other funds holding ENS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WR Wealth Planners's ENS Position: Q3 2024 in Review

WR Wealth Planners sold out of EnerSys (ENS) in Q3 2024, closing a stake of 4 shares — an estimated $403 sold.

WR Wealth Planners first reported a position in ENS in Q1 2024 and held it in 2 quarters. The position peaked at $414 in Q2 2024. 364 funds tracked by Wall St. Rank hold ENS as of Q3 2024.

WR Wealth Planners reported no remaining EnerSys position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 4 EnerSys shares in Q3 2024, an estimated $403.
WR Wealth Planners first reported a position in EnerSys in Q1 2024 and held it in 2 quarters.
WR Wealth Planners's EnerSys position peaked at $414 in Q2 2024.
364 funds tracked by Wall St. Rank held EnerSys as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.