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Sandy Spring Bank’s Enphase Energy ENPH Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$9K Sell
145
-975
-87% -$61.7K ﹤0.01% 857
2024
Q4 		$76.9K Sell
1,120
-1,400
-56% -$111K ﹤0.01% 503
2024
Q3 		$285K Sell
2,520
-25
-1% -$2.79K 0.01% 339
2024
Q2 		$254K Buy
2,545
+40
+2% +$4.66K 0.01% 344
2024
Q1 		$303K Buy
2,505
+95
+4% +$11.1K 0.01% 327
2023
Q4 		$318K Sell
2,410
-3,088
-56% -$328K 0.02% 312
2023
Q3 		$661K Buy
5,498
+2,018
+58% +$287K 0.04% 241
2023
Q2 		$583K Buy
3,480
+2,660
+324% +$475K 0.03% 250
2023
Q1 		$172K Hold
820
– – 0.01% 356
2022
Q4 		$217K Hold
820
– – 0.01% 327
2022
Q3 		$228K Hold
820
– – 0.01% 314
2022
Q2 		$160K Buy
820
+50
+6% +$9.04K 0.01% 346
2022
Q1 		$155K Hold
770
– – 0.01% 363
2021
Q4 		$141K Hold
770
– – 0.01% 388
2021
Q3 		$115K Sell
770
-315
-29% -$54K 0.01% 397
2021
Q2 		$199K Sell
1,085
-80
-7% -$11.7K 0.01% 339
2021
Q1 		$189K Buy
1,165
+395
+51% +$70.9K 0.01% 327
2020
Q4 		$135K Hold
770
– – 0.01% 349
2020
Q3 		$64K Hold
770
– – ﹤0.01% 430
2020
Q2 		$37K Sell
770
-230
-23% -$11K ﹤0.01% 504
2020
Q1 		$32K Hold
1,000
– – ﹤0.01% 501
2019
Q4 		$26K Hold
1,000
– – ﹤0.01% 568
2019
Q3 		$22K Hold
1,000
– – ﹤0.01% 601
2019
Q2 		$18K Buy
+1,000
New +$13.8K ﹤0.01% 626

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's ENPH Position: Q1 2025 in Review

Sandy Spring Bank reduced its Enphase Energy (ENPH) stake by 87% in Q1 2025, selling an estimated $61.7K and leaving 145 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Sandy Spring Bank first reported a position in ENPH in Q2 2019 and has held it in 24 quarters since. The position peaked at $661K in Q3 2023. 588 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Sandy Spring Bank held 145 shares of Enphase Energy worth $9K as of Q1 2025.
  • Sandy Spring Bank sold 975 Enphase Energy shares in Q1 2025, an estimated $61.7K.
  • Enphase Energy made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #857 holding.
  • Sandy Spring Bank first reported a position in Enphase Energy in Q2 2019 and has held it in 24 quarters since.
  • Sandy Spring Bank's Enphase Energy position peaked at $661K in Q3 2023.
  • 588 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.