Illinois Municipal Retirement Fund’s Enphase Energy ENPH Stock Holding History

Illinois Municipal Retirement Fund’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	–	Sell	-7,709	Closed	-$769K	–	1349
2024 Q2	$769K	Hold	7,709	–	–	0.01%	1037
2024 Q1	$933K	Hold	7,709	–	–	0.01%	959
2023 Q4	$1.02M	Buy	7,709 +4,349	+129%	+$461K	0.02%	882
2023 Q3	$404K	Hold	3,360	–	–	0.01%	1267
2023 Q2	$563K	Hold	3,360	–	–	0.01%	785
2023 Q1	$707K	Hold	3,360	–	–	0.02%	716
2022 Q4	$890K	Hold	3,360	–	–	0.02%	629
2022 Q3	$932K	Hold	3,360	–	–	0.02%	596
2022 Q2	$656K	Buy	+3,360	New	+$607K	0.02%	702
2021 Q4	–	Sell	-4,529	Closed	-$679K	–	822
2021 Q3	$679K	Sell	4,529 -978	-18%	-$168K	0.03%	568
2021 Q2	$1.01M	Hold	5,507	–	–	0.04%	449
2021 Q1	$893K	Hold	5,507	–	–	0.04%	475
2020 Q4	$966K	Buy	5,507 +2,604	+90%	+$330K	0.05%	427
2020 Q3	$240K	Buy	+2,903	New	+$194K	0.03%	596

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Illinois Municipal Retirement Fund's ENPH Position: Q3 2024 in Review

Illinois Municipal Retirement Fund sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 7,709 shares — an estimated $769K sold.

Illinois Municipal Retirement Fund first reported a position in ENPH in Q3 2020 and held it in 14 quarters. The position peaked at $1.02M in Q4 2023. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

Illinois Municipal Retirement Fund reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
Illinois Municipal Retirement Fund sold 7,709 Enphase Energy shares in Q3 2024, an estimated $769K.
Illinois Municipal Retirement Fund first reported a position in Enphase Energy in Q3 2020 and held it in 14 quarters.
Illinois Municipal Retirement Fund's Enphase Energy position peaked at $1.02M in Q4 2023.
732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Illinois Municipal Retirement Fund's 13F filing for Q3 2024, filed 4 Nov 2024.