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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
2023
Q4 		– Sell
-6,200
Closed -$745K – 787
2023
Q3 		$745K Sell
6,200
-8,300
-57% -$1.18M 0.03% 419
2023
Q2 		$2.43M Sell
14,500
-9,500
-40% -$1.7M 0.09% 215
2023
Q1 		$5.05M Buy
24,000
+21,900
+1,043% +$4.74M 0.18% 100
2022
Q4 		$556K Sell
2,100
-1,600
-43% -$466K 0.03% 492
2022
Q3 		$1.03M Buy
+3,700
New +$998K 0.05% 320
2022
Q1 		– Sell
-1,900
Closed -$347K – 1894
2021
Q4 		$347K Buy
+1,900
New +$396K 0.01% 1336
2021
Q2 		– Sell
-9,500
Closed -$1.54M – 1895
2021
Q1 		$1.54M Buy
9,500
+6,200
+188% +$1.11M 0.03% 514
2020
Q4 		$579K Sell
3,300
-3,700
-53% -$469K 0.02% 831
2020
Q3 		$578K Buy
7,000
+1,000
+17% +$67K 0.01% 1064
2020
Q2 		$286K Buy
+6,000
New +$287K 0.01% 1494

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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. 730 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.
  • 730 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.