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BMSSC
B. Metzler seel. Sohn & Co’s
Enphase Energy
ENPH
Stock Holding History
B. Metzler seel. Sohn & Co’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-3,236
Closed
-$222K
–
750
2024
Q4
$222K
Sell
3,236
-1,827
-36%
-$145K
﹤0.01%
736
2024
Q3
$572K
Buy
5,063
+1,827
+56%
+$204K
0.01%
626
2024
Q2
$323K
Sell
3,236
-2,559
-44%
-$298K
﹤0.01%
691
2024
Q1
$701K
Sell
5,795
-461
-7%
-$53.8K
0.01%
574
2023
Q4
$827K
Buy
6,256
+2,221
+55%
+$236K
0.01%
533
2023
Q3
$485K
Buy
4,035
+456
+13%
+$65K
0.01%
584
2023
Q2
$599K
Buy
3,579
+945
+36%
+$169K
0.01%
558
2023
Q1
$554K
Sell
2,634
-1,770
-40%
-$383K
0.01%
540
2022
Q4
$1.17M
Buy
4,404
+870
+25%
+$253K
0.02%
398
2022
Q3
$981K
Buy
3,534
+1,157
+49%
+$312K
0.02%
424
2022
Q2
$464K
Hold
2,377
–
–
0.01%
568
2022
Q1
$480K
Hold
2,377
–
–
0.01%
603
2021
Q4
$443K
Buy
2,377
+447
+23%
+$93.3K
0.01%
586
2021
Q3
$289K
Hold
1,930
–
–
﹤0.01%
641
2021
Q2
$354K
Hold
1,930
–
–
0.01%
600
2021
Q1
$313K
Hold
1,930
–
–
0.01%
612
2020
Q4
$334K
Buy
+1,930
New
+$245K
0.01%
589
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Nordea Investment Management
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$107B AUM
24.58%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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