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Choate Investment Advisors’s Enphase Energy ENPH Stock Holding History

Choate Investment Advisors’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
-3,988
Closed -$527K – 413
2023
Q4 		$527K Buy
3,988
+1,130
+40% +$120K 0.02% 240
2023
Q3 		$343K Buy
+2,858
New +$407K 0.01% 278

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 $3.38T AUM 44.17% 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

Choate Investment Advisors's ENPH Position: Q1 2024 in Review

Choate Investment Advisors sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 3,988 shares — an estimated $527K sold.

Choate Investment Advisors first reported a position in ENPH in Q3 2023 and held it in 2 quarters. The position peaked at $527K in Q4 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Choate Investment Advisors reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 3,988 Enphase Energy shares in Q1 2024, an estimated $527K.
  • Choate Investment Advisors first reported a position in Enphase Energy in Q3 2023 and held it in 2 quarters.
  • Choate Investment Advisors's Enphase Energy position peaked at $527K in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Choate Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.