Broadleaf Partners’s Enphase Energy ENPH Stock Holding History

Broadleaf Partners’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	-19,128	Closed	-$2.3M	–	84
2023 Q3	$2.3M	Sell	19,128 -17,962	-48%	-$2.56M	0.77%	36
2023 Q2	$6.21M	Buy	37,090 +13,139	+55%	+$2.35M	2.03%	26
2023 Q1	$5.04M	Buy	23,951 +15,881	+197%	+$3.44M	1.8%	26
2022 Q4	$2.14M	Buy	8,070 +6,674	+478%	+$1.94M	0.84%	35
2022 Q3	$387K	Sell	1,396 -114	-8%	-$30.7K	0.16%	51
2022 Q2	$295K	Buy	+1,510	New	+$273K	0.12%	57

Other funds holding ENPH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Broadleaf Partners's ENPH Position: Q4 2023 in Review

Broadleaf Partners sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 19,128 shares — an estimated $2.3M sold.

Broadleaf Partners first reported a position in ENPH in Q2 2022 and held it in 6 quarters. The position peaked at $6.21M in Q2 2023. 758 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Broadleaf Partners reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Broadleaf Partners sold 19,128 Enphase Energy shares in Q4 2023, an estimated $2.3M.
Broadleaf Partners first reported a position in Enphase Energy in Q2 2022 and held it in 6 quarters.
Broadleaf Partners's Enphase Energy position peaked at $6.21M in Q2 2023.
758 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Broadleaf Partners's 13F filing for Q4 2023, filed 13 Feb 2024.