Convergence Investment Partners’s Enphase Energy ENPH Stock Holding History

Convergence Investment Partners’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	-1,501	Closed	-$398K	–	202
2022 Q4	$398K	Buy	+1,501	New	+$437K	0.24%	101
2015 Q2	–	Sell	-62,025	Closed	-$818K	–	369
2015 Q1	$818K	Buy	+62,025	New	+$802K	0.11%	277

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Convergence Investment Partners's ENPH Position: Q1 2023 in Review

Convergence Investment Partners sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,501 shares — an estimated $398K sold.

Convergence Investment Partners first reported a position in ENPH in Q1 2015 and held it in 2 quarters. The position peaked at $818K in Q1 2015. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Convergence Investment Partners reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Convergence Investment Partners sold 1,501 Enphase Energy shares in Q1 2023, an estimated $398K.
Convergence Investment Partners first reported a position in Enphase Energy in Q1 2015 and held it in 2 quarters.
Convergence Investment Partners's Enphase Energy position peaked at $818K in Q1 2015.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.