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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
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 $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arjuna Capital's ENPH Position: Q3 2023 in Review

Arjuna Capital sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 7,241 shares — an estimated $1.21M sold.

Arjuna Capital first reported a position in ENPH in Q3 2020 and held it in 12 quarters. The position peaked at $3.37M in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Arjuna Capital reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Arjuna Capital sold 7,241 Enphase Energy shares in Q3 2023, an estimated $1.21M.
  • Arjuna Capital first reported a position in Enphase Energy in Q3 2020 and held it in 12 quarters.
  • Arjuna Capital's Enphase Energy position peaked at $3.37M in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Arjuna Capital's 13F filing for Q3 2023, filed 9 Nov 2023.