Congress Asset Management’s Enphase Energy ENPH Stock Holding History

Congress Asset Management’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 Q3	–	Sell	-21,152	Closed	-$3.54M	–	379
2023 Q2	$3.54M	Sell	21,152 -1,544	-7%	-$276K	0.03%	245
2023 Q1	$4.77M	Buy	22,696 +182	+0.8%	+$39.4K	0.04%	221
2022 Q4	$5.97M	Sell	22,514 -4,100	-15%	-$1.19M	0.06%	201
2022 Q3	$7.38M	Buy	26,614 +330	+1%	+$89K	0.08%	171
2022 Q2	$5.13M	Buy	26,284 +4,715	+22%	+$852K	0.05%	216
2022 Q1	$4.35M	Buy	+21,569	New	+$3.39M	0.04%	243

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Asset Management's ENPH Position: Q3 2023 in Review

Congress Asset Management sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 21,152 shares — an estimated $3.54M sold.

Congress Asset Management first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $7.38M in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Congress Asset Management reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Congress Asset Management sold 21,152 Enphase Energy shares in Q3 2023, an estimated $3.54M.
Congress Asset Management first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
Congress Asset Management's Enphase Energy position peaked at $7.38M in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Congress Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.