SP
ENPH icon

Symmetry Partners’s Enphase Energy ENPH Stock Holding History

Symmetry Partners’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
-1,345
Closed -$225K – 544
2023
Q2 		$225K Sell
1,345
-1,082
-45% -$193K 0.01% 537
2023
Q1 		$510K Buy
2,427
+1,082
+80% +$234K 0.03% 317
2022
Q4 		$356K Hold
1,345
– – 0.02% 423
2022
Q3 		$373K Hold
1,345
– – 0.03% 383
2022
Q2 		$263K Hold
1,345
– – 0.02% 486
2022
Q1 		$271K Hold
1,345
– – 0.02% 525
2021
Q4 		$246K Sell
1,345
-1,808
-57% -$377K 0.02% 558
2021
Q3 		$465K Hold
3,153
– – 0.03% 429
2021
Q2 		$579K Sell
3,153
-480
-13% -$70.4K 0.04% 368
2021
Q1 		$589K Hold
3,633
– – 0.04% 339
2020
Q4 		$637K Buy
+3,633
New +$461K 0.05% 298

Other funds holding ENPH

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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