Echo Street Capital Management’s Enphase Energy ENPH Stock Holding History

Echo Street Capital 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 Q4	–	Sell	-3,154	Closed	-$379K	–	146
2023 Q3	$379K	Buy	3,154 +719	+30%	+$102K	﹤0.01%	329
2023 Q2	$408K	Buy	+2,435	New	+$435K	﹤0.01%	319
2023 Q1	–	Sell	-2,561	Closed	-$679K	–	523
2022 Q4	$679K	Buy	2,561 +1,834	+252%	+$534K	0.01%	222
2022 Q3	$202K	Buy	+727	New	+$196K	﹤0.01%	489
2022 Q1	–	Sell	-4,374	Closed	-$800K	–	650
2021 Q4	$800K	Sell	4,374 -558	-11%	-$116K	0.01%	304
2021 Q3	$740K	Buy	+4,932	New	+$846K	0.01%	313
2021 Q2	–	Sell	-2,876	Closed	-$466K	–	634
2021 Q1	$466K	Buy	+2,876	New	+$516K	﹤0.01%	315

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Echo Street Capital Management's ENPH Position: Q4 2023 in Review

Echo Street Capital Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 3,154 shares — an estimated $379K sold.

Echo Street Capital Management first reported a position in ENPH in Q1 2021 and held it in 7 quarters. The position peaked at $800K in Q4 2021. 760 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Echo Street Capital Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,154 Enphase Energy shares in Q4 2023, an estimated $379K.
Echo Street Capital Management first reported a position in Enphase Energy in Q1 2021 and held it in 7 quarters.
Echo Street Capital Management's Enphase Energy position peaked at $800K in Q4 2021.
760 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.