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Lombard Odier Asset Management (USA)’s Enphase Energy ENPH Stock Holding History

Lombard Odier Asset Management (USA)’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
-30,000
Closed -$5.02M – 371
2023
Q2 		$5.02M Sell
30,000
-22,500
-43% -$4.02M 0.11% 130
2023
Q1 		$11M Buy
+52,500
New +$11.4M 0.24% 76

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s ENPH Position: Q3 2023 in Review

Lombard Odier Asset Management (USA) sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 30,000 shares — an estimated $5.02M sold.

Lombard Odier Asset Management (USA) first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $11M in Q1 2023. 784 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Lombard Odier Asset Management (USA) reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 30,000 Enphase Energy shares in Q3 2023, an estimated $5.02M.
  • Lombard Odier Asset Management (USA) first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Enphase Energy position peaked at $11M in Q1 2023.
  • 784 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2023, filed 14 Nov 2023.