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Linden Thomas Advisory Services’s Enphase Energy ENPH Stock Holding History

Linden Thomas Advisory Services’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 		– Sell
-8,060
Closed -$975K – 461
2024
Q1 		$975K Buy
8,060
+792
+11% +$92.4K 0.16% 262
2023
Q4 		$960K Buy
7,268
+678
+10% +$71.9K 0.18% 236
2023
Q3 		$792K Buy
+6,590
New +$939K 0.18% 249

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 $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Linden Thomas Advisory Services's ENPH Position: Q2 2024 in Review

Linden Thomas Advisory Services sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 8,060 shares — an estimated $975K sold.

Linden Thomas Advisory Services first reported a position in ENPH in Q3 2023 and held it in 3 quarters. The position peaked at $975K in Q1 2024. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Linden Thomas Advisory Services reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 8,060 Enphase Energy shares in Q2 2024, an estimated $975K.
  • Linden Thomas Advisory Services first reported a position in Enphase Energy in Q3 2023 and held it in 3 quarters.
  • Linden Thomas Advisory Services's Enphase Energy position peaked at $975K in Q1 2024.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2024, filed 10 Jul 2024.