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BlueDrive Global Investors’s Enphase Energy ENPH Stock Holding History

BlueDrive Global Investors’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 		$2.54M Hold
22,443
– – 2.97% 10
2024
Q2 		$2.24M Hold
22,443
– – 2.55% 11
2024
Q1 		$2.72M Hold
22,443
– – 4.54% 11
2023
Q4 		$2.97M Buy
+22,443
New +$2.38M 5.2% 9

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlueDrive Global Investors's ENPH Position: Q3 2024 in Review

BlueDrive Global Investors held its Enphase Energy (ENPH) position steady in Q3 2024 at 22,443 shares worth $2.54M. The position accounts for 2.97% of the portfolio, ranked #10.

BlueDrive Global Investors first reported a position in ENPH in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.97M in Q4 2023. 730 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • BlueDrive Global Investors held 22,443 shares of Enphase Energy worth $2.54M as of Q3 2024.
  • BlueDrive Global Investors left its Enphase Energy share count unchanged in Q3 2024.
  • Enphase Energy made up 2.97% of BlueDrive Global Investors's portfolio in Q3 2024, its #10 holding.
  • BlueDrive Global Investors first reported a position in Enphase Energy in Q4 2023 and has held it in 4 quarters since.
  • BlueDrive Global Investors's Enphase Energy position peaked at $2.97M in Q4 2023.
  • 730 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on BlueDrive Global Investors's 13F filing for Q3 2024, filed 18 Oct 2024.