Appian Way Asset Management’s Enphase Energy ENPH Stock Holding History

Appian Way Asset 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	-10,100	Closed	-$1.01M	–	41
2024 Q2	$1.01M	Buy	+10,100	New	+$1.18M	0.26%	37
2021 Q2	–	Sell	-5,884	Closed	-$954K	–	52
2021 Q1	$954K	Buy	5,884 +184	+3%	+$33K	0.49%	33
2020 Q4	$1M	Sell	5,700 -41,621	-88%	-$5.28M	0.49%	50
2020 Q3	$3.91M	Buy	47,321 +19,921	+73%	+$1.33M	1.77%	23
2020 Q2	$1.3M	Buy	+27,400	New	+$1.31M	0.63%	35

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Appian Way Asset Management's ENPH Position: Q3 2024 in Review

Appian Way Asset Management sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 10,100 shares — an estimated $1.01M sold.

Appian Way Asset Management first reported a position in ENPH in Q2 2020 and held it in 5 quarters. The position peaked at $3.91M in Q3 2020. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

Appian Way Asset Management reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
Appian Way Asset Management sold 10,100 Enphase Energy shares in Q3 2024, an estimated $1.01M.
Appian Way Asset Management first reported a position in Enphase Energy in Q2 2020 and held it in 5 quarters.
Appian Way Asset Management's Enphase Energy position peaked at $3.91M in Q3 2020.
732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Appian Way Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.