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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symmetry Partners's ENPH Position: Q3 2023 in Review

Symmetry Partners sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,345 shares — an estimated $225K sold.

Symmetry Partners first reported a position in ENPH in Q4 2020 and held it in 11 quarters. The position peaked at $637K in Q4 2020. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Symmetry Partners reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Symmetry Partners sold 1,345 Enphase Energy shares in Q3 2023, an estimated $225K.
Symmetry Partners first reported a position in Enphase Energy in Q4 2020 and held it in 11 quarters.
Symmetry Partners's Enphase Energy position peaked at $637K in Q4 2020.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Symmetry Partners's 13F filing for Q3 2023, filed 10 Oct 2023.