Berkshire Capital Holdings’s Enphase Energy ENPH Stock Holding History

Berkshire Capital Holdings’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 Q4	–	Sell	-10	Closed	-$1.2K	–	83
2023 Q3	$1.2K	Hold	10	–	–	﹤0.01%	47
2023 Q2	$1.68K	Hold	10	–	–	﹤0.01%	39
2023 Q1	$2.1K	Hold	10	–	–	﹤0.01%	35
2022 Q4	$2.65K	Hold	10	–	–	﹤0.01%	33
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	33
2022 Q2	$2K	Sell	10 -87,900	-100%	-$15.9M	﹤0.01%	36
2022 Q1	$17.7M	Buy	+87,910	New	+$13.8M	3.62%	13

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Capital Holdings's ENPH Position: Q4 2023 in Review

Berkshire Capital Holdings sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 10 shares — an estimated $1.2K sold.

Berkshire Capital Holdings first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $17.7M in Q1 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Berkshire Capital Holdings reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Berkshire Capital Holdings sold 10 Enphase Energy shares in Q4 2023, an estimated $1.2K.
Berkshire Capital Holdings first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
Berkshire Capital Holdings's Enphase Energy position peaked at $17.7M in Q1 2022.
759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Berkshire Capital Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.