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Westwood Holdings Group’s Enphase Energy ENPH Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-37,271
Closed -$4.92M – 473
2023
Q4 		$4.92M Sell
37,271
-33,214
-47% -$3.52M 0.04% 258
2023
Q3 		$8.47M Buy
70,485
+24,112
+52% +$3.43M 0.08% 203
2023
Q2 		$7.77M Buy
46,373
+12,968
+39% +$2.32M 0.07% 215
2023
Q1 		$7.02M Buy
+33,405
New +$7.24M 0.06% 223

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westwood Holdings Group's ENPH Position: Q1 2024 in Review

Westwood Holdings Group sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 37,271 shares — an estimated $4.92M sold.

Westwood Holdings Group first reported a position in ENPH in Q1 2023 and held it in 4 quarters. The position peaked at $8.47M in Q3 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Westwood Holdings Group reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 37,271 Enphase Energy shares in Q1 2024, an estimated $4.92M.
  • Westwood Holdings Group first reported a position in Enphase Energy in Q1 2023 and held it in 4 quarters.
  • Westwood Holdings Group's Enphase Energy position peaked at $8.47M in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Westwood Holdings Group's 13F filing for Q1 2024, filed 14 May 2024.