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Arlington Trust’s Enphase Energy ENPH Stock Holding History

Arlington Trust’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
Q3 		– Sell
-113
Closed -$11.3K – 560
2024
Q2 		$11.3K Sell
113
-54
-32% -$6.29K ﹤0.01% 441
2024
Q1 		$20.2K Hold
167
– – 0.01% 341
2023
Q4 		$22.1K Hold
167
– – 0.01% 344
2023
Q3 		$20.1K Buy
+167
New +$23.8K 0.01% 181

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arlington Trust's ENPH Position: Q3 2024 in Review

Arlington Trust sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 113 shares — an estimated $11.3K sold.

Arlington Trust first reported a position in ENPH in Q3 2023 and held it in 4 quarters. The position peaked at $22.1K in Q4 2023. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Arlington Trust reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Arlington Trust sold 113 Enphase Energy shares in Q3 2024, an estimated $11.3K.
  • Arlington Trust first reported a position in Enphase Energy in Q3 2023 and held it in 4 quarters.
  • Arlington Trust's Enphase Energy position peaked at $22.1K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Arlington Trust's 13F filing for Q3 2024, filed 29 Oct 2024.