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Alan B. Lancz & Associates’s Enphase Energy ENPH Stock Holding History

Alan B. Lancz & Associates’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,903
Closed -$215K – 131
2024
Q3 		$215K Buy
+1,903
New +$213K 0.2% 124
2023
Q4 		$298K Sell
2,253
-250
-10% -$26.5K 0.31% 94
2023
Q3 		$301K Buy
+2,503
New +$357K 0.34% 90

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Alan B. Lancz & Associates's ENPH Position: Q4 2024 in Review

Alan B. Lancz & Associates sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,903 shares — an estimated $215K sold.

Alan B. Lancz & Associates first reported a position in ENPH in Q3 2023 and held it in 3 quarters. The position peaked at $301K in Q3 2023. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Alan B. Lancz & Associates reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 1,903 Enphase Energy shares in Q4 2024, an estimated $215K.
  • Alan B. Lancz & Associates first reported a position in Enphase Energy in Q3 2023 and held it in 3 quarters.
  • Alan B. Lancz & Associates's Enphase Energy position peaked at $301K in Q3 2023.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Alan B. Lancz & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.