Paragon Capital Management (Utah)’s Enphase Energy ENPH Stock Holding History

Paragon Capital Management (Utah)’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 Q2	–	Sell	-2,642	Closed	-$556K	–	74
2023 Q1	$556K	Buy	2,642 +912	+53%	+$198K	0.48%	58
2022 Q4	$458K	Buy	+1,730	New	+$503K	0.43%	65

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paragon Capital Management (Utah)'s ENPH Position: Q2 2023 in Review

Paragon Capital Management (Utah) sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 2,642 shares — an estimated $556K sold.

Paragon Capital Management (Utah) first reported a position in ENPH in Q4 2022 and held it in 2 quarters. The position peaked at $556K in Q1 2023. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Paragon Capital Management (Utah) reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Paragon Capital Management (Utah) sold 2,642 Enphase Energy shares in Q2 2023, an estimated $556K.
Paragon Capital Management (Utah) first reported a position in Enphase Energy in Q4 2022 and held it in 2 quarters.
Paragon Capital Management (Utah)'s Enphase Energy position peaked at $556K in Q1 2023.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2023, filed 26 Sep 2024.