Chase Investment Counsel’s Enphase Energy ENPH Stock Holding History

Chase Investment Counsel’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 Q1	–	Sell	-16,617	Closed	-$4.4M	–	101
2022 Q4	$4.4M	Buy	16,617 +620	+4%	+$180K	2.69%	5
2022 Q3	$4.44M	Sell	15,997 -558	-3%	-$151K	2.81%	7
2022 Q2	$3.23M	Buy	+16,555	New	+$2.99M	1.74%	20

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chase Investment Counsel's ENPH Position: Q1 2023 in Review

Chase Investment Counsel sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 16,617 shares — an estimated $4.4M sold.

Chase Investment Counsel first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $4.44M in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Chase Investment Counsel reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Chase Investment Counsel sold 16,617 Enphase Energy shares in Q1 2023, an estimated $4.4M.
Chase Investment Counsel first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
Chase Investment Counsel's Enphase Energy position peaked at $4.44M in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Chase Investment Counsel's 13F filing for Q1 2023, filed 4 May 2023.