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Symmetry Investments’s Enphase Energy ENPH Stock Holding History

Symmetry 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
-7,400
Closed -$738K – 150
2024
Q2 		$738K Sell
7,400
-1,100
-13% -$128K 0.08% 120
2024
Q1 		$1.03M Sell
8,500
-11,724
-58% -$1.37M 0.06% 109
2023
Q4 		$2.67M Buy
20,224
+13,024
+181% +$1.38M 0.19% 81
2023
Q3 		$865K Sell
7,200
-1,600
-18% -$228K 0.18% 99
2023
Q2 		$1.47M Buy
+8,800
New +$1.57M 0.22% 81
2022
Q1 		– Sell
-5,502
Closed -$1.01M – 123
2021
Q4 		$1.01M Buy
+5,502
New +$1.15M 0.31% 66

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

Symmetry Investments's ENPH Position: Q3 2024 in Review

Symmetry Investments sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 7,400 shares — an estimated $738K sold.

Symmetry Investments first reported a position in ENPH in Q4 2021 and held it in 6 quarters. The position peaked at $2.67M in Q4 2023. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Symmetry Investments reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Symmetry Investments sold 7,400 Enphase Energy shares in Q3 2024, an estimated $738K.
  • Symmetry Investments first reported a position in Enphase Energy in Q4 2021 and held it in 6 quarters.
  • Symmetry Investments's Enphase Energy position peaked at $2.67M in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Symmetry Investments's 13F filing for Q3 2024, filed 14 Nov 2024.