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Paloma Partners’s Enphase Energy ENPH Stock Holding History

Paloma Partners’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
-5,686
Closed -$567K – 1317
2024
Q2 		$567K Buy
+5,686
New +$662K 0.02% 688
2023
Q1 		– Sell
-565
Closed -$122K – 815
2022
Q4 		$150K Buy
+565
New +$164K 0.01% 756
2022
Q3 		– Sell
-5,300
Closed -$1.43M – 1107
2022
Q2 		$1.03M Buy
5,300
+873
+20% +$158K 0.04% 420
2022
Q1 		$893K Sell
4,427
-11,135
-72% -$1.75M 0.03% 481
2021
Q4 		$2.85M Buy
15,562
+12,069
+346% +$2.52M 0.04% 352
2021
Q3 		$523K Sell
3,493
-2,744
-44% -$471K 0.01% 537
2021
Q2 		$1.15M Buy
6,237
+3,164
+103% +$464K 0.02% 583
2021
Q1 		$498K Sell
3,073
-5,620
-65% -$1.01M 0.01% 1125
2020
Q4 		$1.52M Buy
8,693
+8,293
+2,073% +$1.05M 0.04% 441
2020
Q3 		$33K Sell
400
-247,401
-100% -$16.6M ﹤0.01% 1989
2020
Q2 		$11.8M Buy
247,801
+236,674
+2,127% +$11.3M 0.2% 82
2020
Q1 		$359K Buy
11,127
+1,233
+12% +$46.5K 0.02% 610
2019
Q4 		$259K Sell
9,894
-47,290
-83% -$1.08M ﹤0.01% 1842
2019
Q3 		$1.27M Buy
+57,184
New +$1.47M 0.03% 620
2016
Q3 		– Sell
-103,231
Closed -$205K – 1908
2016
Q2 		$205K Buy
+103,231
New +$227K ﹤0.01% 1955
2013
Q3 		– Sell
-11,300
Closed -$87K – 986
2013
Q2 		$87K Buy
+11,300
New +$80K ﹤0.01% 1075

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 $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

Paloma Partners's ENPH Position: Q3 2024 in Review

Paloma Partners sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 5,686 shares — an estimated $567K sold.

Paloma Partners first reported a position in ENPH in Q2 2013 and held it in 16 quarters. The position peaked at $11.8M in Q2 2020. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Paloma Partners reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 5,686 Enphase Energy shares in Q3 2024, an estimated $567K.
  • Paloma Partners first reported a position in Enphase Energy in Q2 2013 and held it in 16 quarters.
  • Paloma Partners's Enphase Energy position peaked at $11.8M in Q2 2020.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.