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Carr Financial Group’s Enphase Energy ENPH Stock Holding History

Carr Financial Group’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 		– Sell
-1,854
Closed -$245K – 184
2023
Q4 		$245K Buy
+1,854
New +$197K 0.09% 152
2023
Q3 		– Sell
-2,656
Closed -$445K – 166
2023
Q2 		$445K Buy
2,656
+1,406
+112% +$251K 0.18% 97
2023
Q1 		$263K Buy
1,250
+400
+47% +$86.6K 0.12% 139
2022
Q4 		$225K Buy
+850
New +$247K 0.12% 149

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carr Financial Group's ENPH Position: Q1 2024 in Review

Carr Financial Group sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 1,854 shares — an estimated $245K sold.

Carr Financial Group first reported a position in ENPH in Q4 2022 and held it in 4 quarters. The position peaked at $445K in Q2 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Carr Financial Group reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Carr Financial Group sold 1,854 Enphase Energy shares in Q1 2024, an estimated $245K.
  • Carr Financial Group first reported a position in Enphase Energy in Q4 2022 and held it in 4 quarters.
  • Carr Financial Group's Enphase Energy position peaked at $445K in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Carr Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.