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SpiderRock Advisors’s Enphase Energy ENPH Stock Holding History

SpiderRock Advisors’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 		$1.43M Sell
12,636
-8
-0.1% -$894 0.02% 394
2024
Q2 		$1.26M Buy
12,644
+30
+0.2% +$3.49K 0.03% 374
2024
Q1 		$1.4M Buy
+12,614
New +$1.47M 0.03% 333

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 $3.37T AUM 44.26% 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

SpiderRock Advisors's ENPH Position: Q3 2024 in Review

SpiderRock Advisors reduced its Enphase Energy (ENPH) stake by 0.06% in Q3 2024, selling an estimated $894 and leaving 12,636 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #394.

SpiderRock Advisors first reported a position in ENPH in Q1 2024 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • SpiderRock Advisors held 12,636 shares of Enphase Energy worth $1.43M as of Q3 2024.
  • SpiderRock Advisors sold 8 Enphase Energy shares in Q3 2024, an estimated $894.
  • Enphase Energy made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #394 holding.
  • SpiderRock Advisors first reported a position in Enphase Energy in Q1 2024 and has held it in 3 quarters since.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.