Summit Global Investments’s Enphase Energy ENPH Stock Holding History

Summit Global Investments’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	-3,000	Closed	-$299K	–	521
2024 Q2	$299K	Buy	+3,000	New	+$349K	0.02%	418

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Global Investments's ENPH Position: Q3 2024 in Review

Summit Global Investments sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 3,000 shares — an estimated $299K sold.

Summit Global Investments first reported a position in ENPH in Q2 2024 and held it in 1 quarter. The position peaked at $299K in Q2 2024. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

Summit Global Investments reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
Summit Global Investments sold 3,000 Enphase Energy shares in Q3 2024, an estimated $299K.
Summit Global Investments first reported a position in Enphase Energy in Q2 2024 and held it in 1 quarter.
Summit Global Investments's Enphase Energy position peaked at $299K in Q2 2024.
729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.