Clarus Group’s Enphase Energy ENPH Stock Holding History

Clarus Group’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 Q4	–	Sell	-2,891	Closed	-$327K	–	104
2024 Q3	$327K	Hold	2,891	–	–	0.14%	78
2024 Q2	$288K	Hold	2,891	–	–	0.13%	91
2024 Q1	$350K	Hold	2,891	–	–	0.24%	71
2023 Q4	$382K	Hold	2,891	–	–	0.29%	63
2023 Q3	$347K	Hold	2,891	–	–	0.25%	64
2023 Q2	$484K	Hold	2,891	–	–	0.35%	50
2023 Q1	$608K	Hold	2,891	–	–	0.57%	27
2022 Q4	$766K	Hold	2,891	–	–	0.67%	27
2022 Q3	$802K	Hold	2,891	–	–	0.73%	25
2022 Q2	$564K	Sell	2,891 -709	-20%	-$128K	0.47%	33
2022 Q1	$726K	Hold	3,600	–	–	0.49%	30
2021 Q4	$900K	Hold	3,600	–	–	0.61%	27
2021 Q3	$540K	Hold	3,600	–	–	0.37%	38
2021 Q2	$662K	Hold	3,600	–	–	0.5%	30
2021 Q1	$540K	Hold	3,600	–	–	0.45%	37
2020 Q4	$743K	Buy	+3,600	New	+$457K	0.64%	27

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Clarus Group's ENPH Position: Q4 2024 in Review

Clarus Group sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,891 shares — an estimated $327K sold.

Clarus Group first reported a position in ENPH in Q4 2020 and held it in 16 quarters. The position peaked at $900K in Q4 2021. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Clarus Group reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Clarus Group sold 2,891 Enphase Energy shares in Q4 2024, an estimated $327K.
Clarus Group first reported a position in Enphase Energy in Q4 2020 and held it in 16 quarters.
Clarus Group's Enphase Energy position peaked at $900K in Q4 2021.
622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Clarus Group's 13F filing for Q4 2024, filed 29 Jan 2025.