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ENPH icon

TOBAM’s Enphase Energy ENPH Stock Holding History

TOBAM’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
Q2 		– Sell
-1,362
Closed -$165K – 346
2024
Q1 		$165K Sell
1,362
-1,101
-45% -$128K 0.01% 258
2023
Q4 		$325K Sell
2,463
-1,563
-39% -$166K 0.03% 160
2023
Q3 		$484K Buy
4,026
+1,348
+50% +$192K 0.04% 139
2023
Q2 		$449K Sell
2,678
-767
-22% -$137K 0.03% 150
2023
Q1 		$724K Sell
3,445
-21,755
-86% -$4.71M 0.05% 128
2022
Q4 		$6.68M Buy
25,200
+11,400
+83% +$3.32M 0.44% 57
2022
Q3 		$3.83M Buy
13,800
+12,500
+962% +$3.37M 0.27% 75
2022
Q2 		$254K Sell
1,300
-5,800
-82% -$1.05M 0.02% 218
2022
Q1 		$1.43M Buy
7,100
+6,700
+1,675% +$1.05M 0.07% 125
2021
Q4 		$73K Hold
400
– – ﹤0.01% 304
2021
Q3 		$60K Sell
400
-1,100
-73% -$189K ﹤0.01% 337
2021
Q2 		$275K Sell
1,500
-2,200
-59% -$323K 0.01% 175
2021
Q1 		$600K Sell
3,700
-1,600
-30% -$287K 0.03% 134
2020
Q4 		$930K Buy
5,300
+400
+8% +$50.7K 0.04% 127
2020
Q3 		$405K Buy
+4,900
New +$328K 0.02% 142

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

TOBAM's ENPH Position: Q2 2024 in Review

TOBAM sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 1,362 shares — an estimated $165K sold.

TOBAM first reported a position in ENPH in Q3 2020 and held it in 15 quarters. The position peaked at $6.68M in Q4 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • TOBAM reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • TOBAM sold 1,362 Enphase Energy shares in Q2 2024, an estimated $165K.
  • TOBAM first reported a position in Enphase Energy in Q3 2020 and held it in 15 quarters.
  • TOBAM's Enphase Energy position peaked at $6.68M in Q4 2022.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on TOBAM's 13F filing for Q2 2024, filed 29 Jul 2024.