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Aristotle Atlantic Partners’s Enphase Energy ENPH Stock Holding History

Aristotle Atlantic Partners’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
2023
Q4 		– Sell
-4,646
Closed -$558K – 98
2023
Q3 		$558K Sell
4,646
-387
-8% -$55.1K 0.02% 89
2023
Q2 		$843K Buy
5,033
+3,618
+256% +$646K 0.03% 88
2023
Q1 		$298K Buy
+1,415
New +$306K 0.02% 96

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aristotle Atlantic Partners's ENPH Position: Q4 2023 in Review

Aristotle Atlantic Partners sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 4,646 shares — an estimated $558K sold.

Aristotle Atlantic Partners first reported a position in ENPH in Q1 2023 and held it in 3 quarters. The position peaked at $843K in Q2 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Aristotle Atlantic Partners reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Aristotle Atlantic Partners sold 4,646 Enphase Energy shares in Q4 2023, an estimated $558K.
  • Aristotle Atlantic Partners first reported a position in Enphase Energy in Q1 2023 and held it in 3 quarters.
  • Aristotle Atlantic Partners's Enphase Energy position peaked at $843K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Aristotle Atlantic Partners's 13F filing for Q4 2023, filed 14 Feb 2024.