Cambridge Trust’s Enphase Energy ENPH Stock Holding History

Cambridge Trust’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 Q1	$838K	Buy	6,925 +200	+3%	+$23.3K	0.03%	156
2023 Q4	$889K	Sell	6,725 -1,000	-13%	-$106K	0.04%	150
2023 Q3	$928K	Buy	7,725 +2,400	+45%	+$342K	0.04%	143
2023 Q2	$892K	Hold	5,325	–	–	0.04%	141
2023 Q1	$1.12M	Buy	5,325 +550	+12%	+$119K	0.05%	131
2022 Q4	$1.26M	Sell	4,775 -2,500	-34%	-$727K	0.06%	136
2022 Q3	$2.02M	Hold	7,275	–	–	0.1%	108
2022 Q2	$1.42M	Hold	7,275	–	–	0.06%	131
2022 Q1	$1.47M	Sell	7,275 -400	-5%	-$62.9K	0.05%	137
2021 Q4	$1.4M	Buy	7,675 +1,550	+25%	+$323K	0.05%	144
2021 Q3	$919K	Hold	6,125	–	–	0.03%	136
2021 Q2	$1.13M	Hold	6,125	–	–	0.04%	135
2021 Q1	$993K	Sell	6,125 -27,375	-82%	-$4.91M	0.04%	136
2020 Q4	$5.88M	Hold	33,500	–	–	0.28%	70
2020 Q3	$2.77M	Hold	33,500	–	–	0.14%	87
2020 Q2	$2.31M	Hold	33,500	–	–	0.12%	92
2020 Q1	$1.08M	Sell	33,500 -10,000	-23%	-$377K	0.07%	107
2019 Q4	$1.14M	Buy	43,500 +31,000	+248%	+$706K	0.06%	134
2019 Q3	$278K	Hold	12,500	–	–	0.02%	225
2019 Q2	$228K	Hold	12,500	–	–	0.01%	240
2019 Q1	$115K	Buy	+12,500	New	+$95.1K	0.01%	242

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cambridge Trust's ENPH Position: Q1 2024 in Review

Cambridge Trust increased its Enphase Energy (ENPH) stake by 3% in Q1 2024, buying an estimated $23.3K and bringing the position to 6,925 shares worth $838K. The position accounts for 0.03% of the portfolio, ranked #156.

Cambridge Trust first reported a position in ENPH in Q1 2019 and has held it in 21 quarters since. The position peaked at $5.88M in Q4 2020. 724 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Cambridge Trust held 6,925 shares of Enphase Energy worth $838K as of Q1 2024.
Cambridge Trust bought 200 Enphase Energy shares in Q1 2024, an estimated $23.3K.
Enphase Energy made up 0.03% of Cambridge Trust's portfolio in Q1 2024, its #156 holding.
Cambridge Trust first reported a position in Enphase Energy in Q1 2019 and has held it in 21 quarters since.
Cambridge Trust's Enphase Energy position peaked at $5.88M in Q4 2020.
724 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.