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Pendal Group’s Enphase Energy ENPH Stock Holding History

Pendal Group’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
2022
Q4 		$374K Buy
+1,411
New +$411K ﹤0.01% 406
2022
Q2 		– Sell
-1,220
Closed -$246K – 471
2022
Q1 		$246K Sell
1,220
-10,926
-90% -$1.72M ﹤0.01% 466
2021
Q4 		$2.22M Buy
+12,146
New +$2.53M 0.02% 233
2020
Q3 		– Sell
-6,133
Closed -$292K – 458
2020
Q2 		$292K Buy
+6,133
New +$293K ﹤0.01% 366

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pendal Group's ENPH Position: Q4 2022 in Review

Pendal Group opened a new position in Enphase Energy (ENPH) in Q4 2022: 1,411 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Pendal Group previously reported a position in ENPH as recently as Q1 2022.

Pendal Group first reported a position in ENPH in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.22M in Q4 2021. 940 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Pendal Group held 1,411 shares of Enphase Energy worth $374K as of Q4 2022.
  • Enphase Energy was a new Pendal Group position in Q4 2022.
  • Enphase Energy made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #406 holding.
  • Pendal Group first reported a position in Enphase Energy in Q2 2020 and has held it in 4 quarters since.
  • Pendal Group's Enphase Energy position peaked at $2.22M in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.