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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's ENPH Position: Q3 2023 in Review

Disciplined Investments sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 6 shares — an estimated $1K sold.

Disciplined Investments first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Disciplined Investments reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Enphase Energy shares in Q3 2023, an estimated $1K.
  • Disciplined Investments first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Enphase Energy position peaked at $3K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.