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Pinnacle Associates’s Enphase Energy ENPH Stock Holding History

Pinnacle Associates’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
Q4 		– Sell
-1,995
Closed -$264K – 850
2024
Q3 		$264K Sell
1,995
-805
-29% -$89.9K ﹤0.01% 712
2024
Q2 		$279K Buy
2,800
+290
+12% +$33.8K ﹤0.01% 705
2024
Q1 		$304K Buy
2,510
+515
+26% +$60.1K ﹤0.01% 702
2023
Q4 		$264K Sell
1,995
-602
-23% -$63.8K ﹤0.01% 722
2023
Q3 		$312K Buy
2,597
+358
+16% +$51K 0.01% 663
2023
Q2 		$375K Buy
2,239
+1,196
+115% +$214K 0.01% 626
2023
Q1 		$219K Hold
1,043
– – ﹤0.01% 709
2022
Q4 		$276K Buy
1,043
+102
+11% +$29.7K 0.01% 631
2022
Q3 		$261K Buy
+941
New +$254K 0.01% 632
2022
Q2 		– Sell
-3,347
Closed -$675K – 757
2022
Q1 		$675K Buy
+3,347
New +$526K 0.01% 504

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return