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La Financiere de L'Echiquier’s Enphase Energy ENPH Stock Holding History

La Financiere de L'Echiquier’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
Q2 		$18.9M Sell
190,000
-18,000
-9% -$2.1M 0.83% 32
2024
Q1 		$25.2M Buy
208,000
+54,500
+36% +$6.36M 1.08% 26
2023
Q4 		$20.3M Buy
153,500
+47,500
+45% +$5.04M 0.94% 28
2023
Q3 		$12.7M Buy
106,000
+39,000
+58% +$5.56M 0.66% 37
2023
Q2 		$11.2M Buy
+67,000
New +$12M 0.56% 40

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

La Financiere de L'Echiquier's ENPH Position: Q2 2024 in Review

La Financiere de L'Echiquier reduced its Enphase Energy (ENPH) stake by 8.7% in Q2 2024, selling an estimated $2.1M and leaving 190,000 shares worth $18.9M. The position accounts for 0.83% of the portfolio, ranked #32.

La Financiere de L'Echiquier first reported a position in ENPH in Q2 2023 and has held it in 5 quarters since. The position peaked at $25.2M in Q1 2024. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • La Financiere de L'Echiquier held 190,000 shares of Enphase Energy worth $18.9M as of Q2 2024.
  • La Financiere de L'Echiquier sold 18,000 Enphase Energy shares in Q2 2024, an estimated $2.1M.
  • Enphase Energy made up 0.83% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #32 holding.
  • La Financiere de L'Echiquier first reported a position in Enphase Energy in Q2 2023 and has held it in 5 quarters since.
  • La Financiere de L'Echiquier's Enphase Energy position peaked at $25.2M in Q1 2024.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.