EFG Asset Management (Americas)’s Enphase Energy ENPH Stock Holding History

EFG Asset Management (Americas)’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	-8,352	Closed	-$2.21M	–	137
2022 Q4	$2.21M	Sell	8,352 -323	-4%	-$94K	0.55%	58
2022 Q3	$2.41M	Buy	8,675 +749	+9%	+$202K	0.61%	52
2022 Q2	$1.55M	Buy	+7,926	New	+$1.43M	0.37%	71

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

EFG Asset Management (Americas)'s ENPH Position: Q1 2023 in Review

EFG Asset Management (Americas) sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 8,352 shares — an estimated $2.21M sold.

EFG Asset Management (Americas) first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $2.41M in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

EFG Asset Management (Americas) reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
EFG Asset Management (Americas) sold 8,352 Enphase Energy shares in Q1 2023, an estimated $2.21M.
EFG Asset Management (Americas) first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
EFG Asset Management (Americas)'s Enphase Energy position peaked at $2.41M in Q3 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2023, filed 4 May 2023.