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Sit Investment Associates’s Enphase Energy ENPH Stock Holding History

Sit Investment 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
2023
Q3 		– Sell
-9,320
Closed -$1.56M – 540
2023
Q2 		$1.56M Buy
9,320
+435
+5% +$77.7K 0.04% 318
2023
Q1 		$1.87M Buy
+8,885
New +$1.92M 0.05% 304

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates's ENPH Position: Q3 2023 in Review

Sit Investment Associates sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 9,320 shares — an estimated $1.56M sold.

Sit Investment Associates first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $1.87M in Q1 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Sit Investment Associates reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Sit Investment Associates sold 9,320 Enphase Energy shares in Q3 2023, an estimated $1.56M.
  • Sit Investment Associates first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • Sit Investment Associates's Enphase Energy position peaked at $1.87M in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Sit Investment Associates's 13F filing for Q3 2023, filed 13 Nov 2023.