Arjuna Capital’s Enphase Energy ENPH Stock Holding History

Arjuna Capital’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	-7,241	Closed	-$1.21M	–	96
2023 Q2	$1.21M	Sell	7,241 -758	-9%	-$135K	0.43%	62
2023 Q1	$1.68M	Sell	7,999 -3,926	-33%	-$850K	0.66%	46
2022 Q4	$3.16M	Sell	11,925 -211	-2%	-$61.4K	1.46%	21
2022 Q3	$3.37M	Buy	12,136 +4,621	+61%	+$1.25M	1.66%	20
2022 Q2	$1.47M	Sell	7,515 -5,032	-40%	-$910K	0.71%	38
2022 Q1	$2.53M	Buy	12,547 +308	+3%	+$48.4K	1.06%	27
2021 Q4	$2.24M	Buy	12,239 +674	+6%	+$141K	0.82%	36
2021 Q3	$1.73M	Buy	11,565 +529	+5%	+$90.8K	0.7%	42
2021 Q2	$2.03M	Buy	11,036 +259	+2%	+$38K	0.88%	36
2021 Q1	$1.75M	Buy	10,777 +382	+4%	+$68.6K	0.86%	39
2020 Q4	$1.82M	Buy	10,395 +183	+2%	+$23.2K	1.01%	30
2020 Q3	$843K	Buy	+10,212	New	+$684K	0.52%	51

Other funds holding ENPH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 New York $761B 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 New York $1.66T AUM 25.57% 1-Year Est. Return