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Chicago Trust’s Enphase Energy ENPH Stock Holding History

Chicago 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
2023
Q1 		– Sell
-1,544
Closed -$409K – 311
2022
Q4 		$409K Sell
1,544
-389
-20% -$113K 0.1% 191
2022
Q3 		$536K Buy
+1,933
New +$521K 0.14% 161
2022
Q1 		– Sell
-2,225
Closed -$407K – 338
2021
Q4 		$407K Hold
2,225
– – 0.08% 225
2021
Q3 		$334K Buy
+2,225
New +$382K 0.07% 243

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Trust's ENPH Position: Q1 2023 in Review

Chicago Trust sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,544 shares — an estimated $409K sold.

Chicago Trust first reported a position in ENPH in Q3 2021 and held it in 4 quarters. The position peaked at $536K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Chicago Trust reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Chicago Trust sold 1,544 Enphase Energy shares in Q1 2023, an estimated $409K.
  • Chicago Trust first reported a position in Enphase Energy in Q3 2021 and held it in 4 quarters.
  • Chicago Trust's Enphase Energy position peaked at $536K in Q3 2022.
  • 914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Chicago Trust's 13F filing for Q1 2023, filed 11 Apr 2023.