DI
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Disciplined Investments’s Enphase Energy ENPH Stock Holding History

Disciplined Investments’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
-6
Closed -$1K – 541
2023
Q2 		$1K Sell
6
-2
-25% -$357 ﹤0.01% 964
2023
Q1 		$1.68K Hold
8
– – ﹤0.01% 742
2022
Q4 		$2.12K Sell
8
-2
-20% -$582 ﹤0.01% 596
2022
Q3 		$3K Hold
10
– – ﹤0.01% 510
2022
Q2 		$2K Buy
10
+3
+43% +$542 ﹤0.01% 645
2022
Q1 		$1K Buy
+7
New +$1.1K ﹤0.01% 947

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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