Bank Julius Baer & Co
ENPH icon

Bank Julius Baer & Co’s Enphase Energy ENPH Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-7,810
Closed -$1.01M – 540
2023
Q4 		$1.01M Buy
+7,810
New +$828K ﹤0.01% 279
2023
Q1 		– Sell
-1,131
Closed -$300K – 595
2022
Q4 		$300K Sell
1,131
-1,699
-60% -$494K ﹤0.01% 387
2022
Q3 		$785K Buy
2,830
+87
+3% +$23.5K 0.01% 286
2022
Q2 		$536K Sell
2,743
-6,702
-71% -$1.21M ﹤0.01% 336
2022
Q1 		$1.91M Buy
9,445
+3,590
+61% +$564K 0.01% 223
2021
Q4 		$1.07M Buy
+5,855
New +$1.22M 0.01% 341
2021
Q1 		– Sell
-1,265
Closed -$222K – 840
2020
Q4 		$222K Buy
+1,265
New +$160K ﹤0.01% 559

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank Julius Baer & Co's ENPH Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 7,810 shares — an estimated $1.01M sold.

Bank Julius Baer & Co first reported a position in ENPH in Q4 2020 and held it in 7 quarters. The position peaked at $1.91M in Q1 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Bank Julius Baer & Co reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 7,810 Enphase Energy shares in Q1 2024, an estimated $1.01M.
  • Bank Julius Baer & Co first reported a position in Enphase Energy in Q4 2020 and held it in 7 quarters.
  • Bank Julius Baer & Co's Enphase Energy position peaked at $1.91M in Q1 2022.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.