EVM
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Eaton Vance Management’s Enphase Energy ENPH Stock Holding History

Eaton Vance 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
2022
Q3 		$46.5M Sell
167,613
-28,933
-15% -$7.8M 0.07% 276
2022
Q2 		$38.4M Sell
196,546
-2,403
-1% -$434K 0.05% 323
2022
Q1 		$40.1M Buy
198,949
+56,344
+40% +$8.85M 0.05% 355
2021
Q4 		$26.1M Buy
142,605
+11,225
+9% +$2.34M 0.03% 420
2021
Q3 		$19.5M Buy
131,380
+65,197
+99% +$11.2M 0.03% 430
2021
Q2 		$12.2M Buy
66,183
+29,788
+82% +$4.37M 0.02% 563
2021
Q1 		$5.9M Buy
+36,395
New +$6.53M 0.01% 699

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eaton Vance Management's ENPH Position: Q3 2022 in Review

Eaton Vance Management reduced its Enphase Energy (ENPH) stake by 15% in Q3 2022, selling an estimated $7.8M and leaving 167,613 shares worth $46.5M. The position accounts for 0.07% of the portfolio, ranked #276.

Eaton Vance Management first reported a position in ENPH in Q1 2021 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

  • Eaton Vance Management held 167,613 shares of Enphase Energy worth $46.5M as of Q3 2022.
  • Eaton Vance Management sold 28,933 Enphase Energy shares in Q3 2022, an estimated $7.8M.
  • Enphase Energy made up 0.07% of Eaton Vance Management's portfolio in Q3 2022, its #276 holding.
  • Eaton Vance Management first reported a position in Enphase Energy in Q1 2021 and has held it in 7 quarters since.
  • 888 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.