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Ramirez Asset Management’s Enphase Energy ENPH Stock Holding History

Ramirez Asset Management’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
Q3 		– Sell
-200
Closed -$19.9K – 398
2024
Q2 		$19.9K Hold
200
– – ﹤0.01% 341
2024
Q1 		$24.2K Buy
200
+100
+100% +$11.7K ﹤0.01% 335
2023
Q4 		$13.2K Hold
100
– – ﹤0.01% 344
2023
Q3 		$12K Buy
+100
New +$14.2K ﹤0.01% 347

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ramirez Asset Management's ENPH Position: Q3 2024 in Review

Ramirez Asset Management sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 200 shares — an estimated $19.9K sold.

Ramirez Asset Management first reported a position in ENPH in Q3 2023 and held it in 4 quarters. The position peaked at $24.2K in Q1 2024. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Ramirez Asset Management reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Ramirez Asset Management sold 200 Enphase Energy shares in Q3 2024, an estimated $19.9K.
  • Ramirez Asset Management first reported a position in Enphase Energy in Q3 2023 and held it in 4 quarters.
  • Ramirez Asset Management's Enphase Energy position peaked at $24.2K in Q1 2024.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Ramirez Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.