Commerce Bank’s Enphase Energy ENPH Stock Holding History

Commerce Bank’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 Q4	–	Sell	-4,731	Closed	-$535K	–	1195
2024 Q3	$535K	Buy	4,731 +383	+9%	+$42.8K	﹤0.01%	862
2024 Q2	$434K	Sell	4,348 -159	-4%	-$18.5K	﹤0.01%	899
2024 Q1	$545K	Buy	4,507 +32	+0.7%	+$3.73K	﹤0.01%	829
2023 Q4	$591K	Sell	4,475 -250	-5%	-$26.5K	﹤0.01%	780
2023 Q3	$568K	Sell	4,725 -122	-3%	-$17.4K	﹤0.01%	755
2023 Q2	$812K	Sell	4,847 -264	-5%	-$47.2K	0.01%	636
2023 Q1	$1.07M	Sell	5,111 -76	-1%	-$16.5K	0.01%	548
2022 Q4	$1.37M	Sell	5,187 -9	-0.2%	-$2.62K	0.01%	498
2022 Q3	$1.44M	Buy	5,196 +1	+0%	+$270	0.01%	476
2022 Q2	$1.01M	Buy	5,195 +116	+2%	+$21K	0.01%	564
2022 Q1	$1.02M	Buy	5,079 +207	+4%	+$32.5K	0.01%	598
2021 Q4	$891K	Sell	4,872 -858	-15%	-$179K	0.01%	658
2021 Q3	$859K	Buy	5,730 +1,485	+35%	+$255K	0.01%	663
2021 Q2	$780K	Buy	4,245 +204	+5%	+$29.9K	0.01%	689
2021 Q1	$655K	Buy	4,041 +1,090	+37%	+$196K	0.01%	717
2020 Q4	$518K	Buy	+2,951	New	+$374K	﹤0.01%	761

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return