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Paradiem’s Enphase Energy ENPH Stock Holding History

Paradiem’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
-18,372
Closed -$2.21M – 89
2023
Q3 		$2.21M Buy
18,372
+1,822
+11% +$260K 0.66% 70
2023
Q2 		$2.77M Buy
16,550
+1,651
+11% +$295K 0.79% 65
2023
Q1 		$3.13M Buy
14,899
+2,838
+24% +$615K 0.97% 58
2022
Q4 		$3.2M Sell
12,061
-377
-3% -$110K 1.18% 43
2022
Q3 		$3.45M Buy
+12,438
New +$3.35M 1.33% 28

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradiem's ENPH Position: Q4 2023 in Review

Paradiem sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 18,372 shares — an estimated $2.21M sold.

Paradiem first reported a position in ENPH in Q3 2022 and held it in 5 quarters. The position peaked at $3.45M in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Paradiem reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Paradiem sold 18,372 Enphase Energy shares in Q4 2023, an estimated $2.21M.
  • Paradiem first reported a position in Enphase Energy in Q3 2022 and held it in 5 quarters.
  • Paradiem's Enphase Energy position peaked at $3.45M in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Paradiem's 13F filing for Q4 2023, filed 5 Feb 2024.