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Vancity Investment Management’s Enphase Energy ENPH Stock Holding History

Vancity Investment 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
Q2 		– Sell
-56,124
Closed -$6.79M – 66
2024
Q1 		$6.79M Buy
56,124
+1,559
+3% +$182K 0.81% 40
2023
Q4 		$7.21M Buy
54,565
+7,629
+16% +$809K 1.06% 38
2023
Q3 		$5.64M Hold
46,936
– – 0.73% 44
2023
Q2 		$7.86M Hold
46,936
– – 1.01% 40
2023
Q1 		$9.87M Buy
46,936
+4,077
+10% +$883K 1.38% 28
2022
Q4 		$11.4M Sell
42,859
-1,720
-4% -$500K 1.7% 23
2022
Q3 		$12.4M Sell
44,579
-6,465
-13% -$1.74M 1.97% 17
2022
Q2 		$9.97M Buy
51,044
+416
+0.8% +$75.2K 1.42% 25
2022
Q1 		$10.2M Buy
50,628
+3,776
+8% +$593K 1.21% 26
2021
Q4 		$8.57M Sell
46,852
-7,058
-13% -$1.47M 0.98% 41
2021
Q3 		$8.09M Buy
53,910
+2,940
+6% +$504K 1.03% 40
2021
Q2 		$9.36M Sell
50,970
-9,059
-15% -$1.33M 1.31% 34
2021
Q1 		$9.73M Buy
+60,029
New +$10.8M 1.79% 19

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

Vancity Investment Management's ENPH Position: Q2 2024 in Review

Vancity Investment Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 56,124 shares — an estimated $6.79M sold.

Vancity Investment Management first reported a position in ENPH in Q1 2021 and held it in 13 quarters. The position peaked at $12.4M in Q3 2022. 714 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Vancity Investment Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Vancity Investment Management sold 56,124 Enphase Energy shares in Q2 2024, an estimated $6.79M.
  • Vancity Investment Management first reported a position in Enphase Energy in Q1 2021 and held it in 13 quarters.
  • Vancity Investment Management's Enphase Energy position peaked at $12.4M in Q3 2022.
  • 714 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Vancity Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.