ClariVest Asset Management’s Enphase Energy ENPH Stock Holding History

ClariVest Asset Management’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
2023 Q3	–	Sell	-34,394	Closed	-$5.76M	–	780
2023 Q2	$5.76M	Sell	34,394 -9,837	-22%	-$1.76M	0.29%	70
2023 Q1	$9.3M	Sell	44,231 -1,304	-3%	-$282K	0.42%	54
2022 Q4	$12.1M	Sell	45,535 -1,124	-2%	-$327K	0.58%	40
2022 Q3	$12.9M	Buy	46,659 +41,952	+891%	+$11.3M	0.62%	40
2022 Q2	$919K	Sell	4,707 -10,400	-69%	-$1.88M	0.04%	288
2022 Q1	$3.05M	Hold	15,107	–	–	0.12%	170
2021 Q4	$2.76M	Buy	+15,107	New	+$3.15M	0.09%	205
2020 Q3	–	Sell	-16,971	Closed	-$808K	–	780
2020 Q2	$808K	Buy	16,971 +16,873	+17,217%	+$806K	0.02%	345
2020 Q1	$3K	Sell	98 -89,394	-100%	-$3.37M	﹤0.01%	607
2019 Q4	$2.34M	Sell	89,492 -309,053	-78%	-$7.03M	0.05%	231
2019 Q3	$8.86M	Buy	+398,545	New	+$10.2M	0.2%	110

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClariVest Asset Management's ENPH Position: Q3 2023 in Review

ClariVest Asset Management sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 34,394 shares — an estimated $5.76M sold.

ClariVest Asset Management first reported a position in ENPH in Q3 2019 and held it in 11 quarters. The position peaked at $12.9M in Q3 2022. 784 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

ClariVest Asset Management reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
ClariVest Asset Management sold 34,394 Enphase Energy shares in Q3 2023, an estimated $5.76M.
ClariVest Asset Management first reported a position in Enphase Energy in Q3 2019 and held it in 11 quarters.
ClariVest Asset Management's Enphase Energy position peaked at $12.9M in Q3 2022.
784 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on ClariVest Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.