AtonRa Partners’s Enphase Energy ENPH Stock Holding History

AtonRa 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	$330K	Sell	2,496 -16	-0.6%	-$1.7K	0.66%	67
2023 Q3	$302K	Sell	2,512 -163	-6%	-$23.2K	0.63%	77
2023 Q2	$448K	Buy	2,675 +197	+8%	+$35.2K	0.69%	72
2023 Q1	$521K	Sell	2,478 -3,332	-57%	-$722K	0.76%	56
2022 Q4	$1.54M	Sell	5,810 -4,749	-45%	-$1.38M	1.96%	9
2022 Q3	$2.93M	Buy	10,559 +460	+5%	+$124K	2.88%	1
2022 Q2	$1.97M	Sell	10,099 -2,855	-22%	-$516K	1.81%	5
2022 Q1	$2.61M	Sell	12,954 -13,766	-52%	-$2.16M	1.42%	19
2021 Q4	$4.89M	Sell	26,720 -656	-2%	-$137K	1.7%	11
2021 Q3	$4.11M	Buy	27,376 +1,955	+8%	+$335K	1.37%	18
2021 Q2	$4.67M	Buy	25,421 +11,702	+85%	+$1.72M	1.71%	8
2021 Q1	$2.23M	Buy	13,719 +1,331	+11%	+$239K	0.99%	44
2020 Q4	$2.17M	Buy	+12,388	New	+$1.57M	1.07%	46

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AtonRa Partners's ENPH Position: Q4 2023 in Review

AtonRa Partners reduced its Enphase Energy (ENPH) stake by 0.64% in Q4 2023, selling an estimated $1.7K and leaving 2,496 shares worth $330K. The position accounts for 0.66% of the portfolio, ranked #67.

AtonRa Partners first reported a position in ENPH in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.89M in Q4 2021. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

AtonRa Partners held 2,496 shares of Enphase Energy worth $330K as of Q4 2023.
AtonRa Partners sold 16 Enphase Energy shares in Q4 2023, an estimated $1.7K.
Enphase Energy made up 0.66% of AtonRa Partners's portfolio in Q4 2023, its #67 holding.
AtonRa Partners first reported a position in Enphase Energy in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Enphase Energy position peaked at $4.89M in Q4 2021.
759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.