AJ
ENPH icon

Ashburton (Jersey)’s Enphase Energy ENPH Stock Holding History

Ashburton (Jersey)’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
Q4 		$912K Buy
13,284
+2,673
+25% +$212K 0.4% 35
2024
Q3 		$1.18M Buy
10,611
+1,242
+13% +$139K 0.43% 24
2024
Q2 		$911K Buy
+9,369
New +$1.09M 0.38% 23
2023
Q4 		$1.65M Buy
13,762
+4,832
+54% +$512K 0.83% 24
2023
Q3 		$1.5M Hold
8,930
– – 0.73% 26
2023
Q2 		$1.5M Buy
8,930
+2,957
+50% +$528K 0.73% 26
2023
Q1 		$1.26M Buy
+5,973
New +$1.29M 0.58% 29
2022
Q2 		– Sell
-4,002
Closed -$787K – 48
2022
Q1 		$787K Buy
+4,002
New +$629K 0.31% 28

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return