CHA
ENPH icon

Carmichael Hill & Associates’s Enphase Energy ENPH Stock Holding History

Carmichael Hill & Associates’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 		$28.3K Sell
250
-20
-7% -$2.23K 0.01% 455
2024
Q2 		$26.9K Hold
270
– – 0.01% 440
2024
Q1 		$32.7K Hold
270
– – 0.01% 412
2023
Q4 		$35.7K Sell
270
-1
-0.4% -$106 0.01% 399
2023
Q3 		$32.6K Buy
271
+1
+0.4% +$142 0.02% 397
2023
Q2 		$45.2K Hold
270
– – 0.02% 350
2023
Q1 		$56.8K Buy
270
+5
+2% +$1.08K 0.03% 303
2022
Q4 		$70.2K Hold
265
– – 0.04% 285
2022
Q3 		$74K Buy
265
+5
+2% +$1.35K 0.04% 262
2022
Q2 		$51K Hold
260
– – 0.03% 327
2022
Q1 		$52K Hold
260
– – 0.02% 349
2021
Q4 		$48K Hold
260
– – 0.02% 373
2021
Q3 		$39K Hold
260
– – 0.02% 403
2021
Q2 		$48K Hold
260
– – 0.02% 358
2021
Q1 		$42K Buy
260
+10
+4% +$1.79K 0.02% 363
2020
Q4 		$44K Buy
+250
New +$31.7K 0.03% 340

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

Carmichael Hill & Associates's ENPH Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Enphase Energy (ENPH) stake by 7.4% in Q3 2024, selling an estimated $2.23K and leaving 250 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #455.

Carmichael Hill & Associates first reported a position in ENPH in Q4 2020 and has held it in 16 quarters since. The position peaked at $74K in Q3 2022. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Carmichael Hill & Associates held 250 shares of Enphase Energy worth $28.3K as of Q3 2024.
  • Carmichael Hill & Associates sold 20 Enphase Energy shares in Q3 2024, an estimated $2.23K.
  • Enphase Energy made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #455 holding.
  • Carmichael Hill & Associates first reported a position in Enphase Energy in Q4 2020 and has held it in 16 quarters since.
  • Carmichael Hill & Associates's Enphase Energy position peaked at $74K in Q3 2022.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.