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Appleton Group’s Enphase Energy ENPH Stock Holding History

Appleton 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
2023
Q3 		– Sell
-2,090
Closed -$350K – 29
2023
Q2 		$350K Buy
2,090
+233
+13% +$41.6K 0.49% 15
2023
Q1 		$390K Buy
1,857
+370
+25% +$80.1K 0.76% 16
2022
Q4 		$394K Sell
1,487
-601
-29% -$175K 0.58% 17
2022
Q3 		$579K Hold
2,088
– – 1.65% 9
2022
Q2 		$408K Sell
2,088
-583
-22% -$105K 2.37% 13
2022
Q1 		$539K Buy
+2,671
New +$420K 0.75% 13

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Appleton Group's ENPH Position: Q3 2023 in Review

Appleton Group sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 2,090 shares — an estimated $350K sold.

Appleton Group first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $579K in Q3 2022. 784 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Appleton Group reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Appleton Group sold 2,090 Enphase Energy shares in Q3 2023, an estimated $350K.
  • Appleton Group first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
  • Appleton Group's Enphase Energy position peaked at $579K in Q3 2022.
  • 784 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.