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Altman Advisors’s Enphase Energy ENPH Stock Holding History

Altman Advisors’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
Q4 		– Sell
-9,089
Closed -$1.09M – 101
2023
Q3 		$1.09M Buy
+9,089
New +$1.29M 0.68% 82
2022
Q2 		– Sell
-6,999
Closed -$1.41M – 90
2022
Q1 		$1.41M Sell
6,999
-42
-0.6% -$6.6K 0.73% 51
2021
Q4 		$887K Buy
7,041
+220
+3% +$45.9K 0.54% 61
2021
Q3 		$1.58M Buy
6,821
+119
+2% +$20.4K 0.87% 51
2021
Q2 		$1.24M Buy
6,702
+549
+9% +$80.5K 0.7% 62
2021
Q1 		$997K Buy
6,153
+2,250
+58% +$404K 0.64% 66
2020
Q4 		$685K Buy
+3,903
New +$495K 0.43% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altman Advisors's ENPH Position: Q4 2023 in Review

Altman Advisors sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 9,089 shares — an estimated $1.09M sold.

Altman Advisors first reported a position in ENPH in Q4 2020 and held it in 7 quarters. The position peaked at $1.58M in Q3 2021. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Altman Advisors reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Altman Advisors sold 9,089 Enphase Energy shares in Q4 2023, an estimated $1.09M.
  • Altman Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 7 quarters.
  • Altman Advisors's Enphase Energy position peaked at $1.58M in Q3 2021.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Altman Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.