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Clarius Group LLC’s Enphase Energy ENPH Stock Holding History

Clarius Group LLC’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
-1,524
Closed -$201K – 491
2023
Q4 		$201K Buy
+1,524
New +$162K 0.02% 454
2023
Q3 		– Sell
-1,548
Closed -$259K – 483
2023
Q2 		$259K Sell
1,548
-143
-8% -$25.6K 0.02% 434
2023
Q1 		$356K Sell
1,691
-56
-3% -$12.1K 0.03% 334
2022
Q4 		$463K Buy
1,747
+122
+8% +$35.5K 0.04% 266
2022
Q3 		$451K Buy
1,625
+89
+6% +$24K 0.05% 234
2022
Q2 		$300K Buy
+1,536
New +$278K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clarius Group LLC's ENPH Position: Q1 2024 in Review

Clarius Group LLC sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 1,524 shares — an estimated $201K sold.

Clarius Group LLC first reported a position in ENPH in Q2 2022 and held it in 6 quarters. The position peaked at $463K in Q4 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Clarius Group LLC reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Clarius Group LLC sold 1,524 Enphase Energy shares in Q1 2024, an estimated $201K.
  • Clarius Group LLC first reported a position in Enphase Energy in Q2 2022 and held it in 6 quarters.
  • Clarius Group LLC's Enphase Energy position peaked at $463K in Q4 2022.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Clarius Group LLC's 13F filing for Q1 2024, filed 17 Apr 2024.