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Traynor Capital Management’s Enphase Energy ENPH Stock Holding History

Traynor Capital Management’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
-1,582
Closed -$158K – 295
2024
Q2 		$158K Buy
+1,582
New +$184K 0.01% 234
2024
Q1 		– Sell
-1,755
Closed -$232K – 284
2023
Q4 		$232K Sell
1,755
-21,363
-92% -$2.27M 0.02% 183
2023
Q3 		$2.78M Sell
23,118
-30,504
-57% -$4.35M 0.35% 50
2023
Q2 		$8.98M Buy
53,622
+31,777
+145% +$5.68M 1.1% 21
2023
Q1 		$4.59M Buy
21,845
+1,685
+8% +$365K 0.66% 32
2022
Q4 		$5.34M Buy
20,160
+1,025
+5% +$298K 0.75% 30
2022
Q3 		$5.31M Sell
19,135
-12,156
-39% -$3.28M 0.95% 23
2022
Q2 		$6.11M Buy
31,291
+1,040
+3% +$188K 1.06% 22
2022
Q1 		$6.1M Buy
30,251
+556
+2% +$87.4K 0.79% 29
2021
Q4 		$5.43M Sell
29,695
-315
-1% -$65.7K 0.64% 38
2021
Q3 		$4.5M Sell
30,010
-400
-1% -$68.6K 0.62% 39
2021
Q2 		$5.67M Sell
30,410
-392
-1% -$57.5K 0.79% 31
2021
Q1 		$4.99M Buy
30,802
+4,202
+16% +$754K 0.82% 32
2020
Q4 		$4.67M Buy
26,600
+100
+0.4% +$12.7K 0.83% 29
2020
Q3 		$2.74M Sell
26,500
-2,600
-9% -$174K 0.63% 37
2020
Q2 		$1.38M Buy
29,100
+17,000
+140% +$812K 0.33% 51
2020
Q1 		$390K Buy
12,100
+3,100
+34% +$117K 0.14% 82
2019
Q4 		$235K Hold
9,000
– – 0.06% 140
2019
Q3 		$200K Buy
+9,000
New +$231K 0.06% 148

Other funds holding ENPH

Vanguard Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Traynor Capital Management's ENPH Position: Q3 2024 in Review

Traynor Capital Management sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 1,582 shares — an estimated $158K sold.

Traynor Capital Management first reported a position in ENPH in Q3 2019 and held it in 19 quarters. The position peaked at $8.98M in Q2 2023. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Traynor Capital Management reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Traynor Capital Management sold 1,582 Enphase Energy shares in Q3 2024, an estimated $158K.
  • Traynor Capital Management first reported a position in Enphase Energy in Q3 2019 and held it in 19 quarters.
  • Traynor Capital Management's Enphase Energy position peaked at $8.98M in Q2 2023.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Traynor Capital Management's 13F filing for Q3 2024, filed 25 Oct 2024.