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EFG Asset Management’s Enphase Energy ENPH Stock Holding History

EFG Asset 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
Q1 		– Sell
-15,614
Closed -$4.15M – 186
2022
Q4 		$4.15M Sell
15,614
-871
-5% -$253K 0.93% 34
2022
Q3 		$4.58M Buy
16,485
+368
+2% +$99.3K 1.06% 29
2022
Q2 		$3.15M Buy
+16,117
New +$2.91M 0.66% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EFG Asset Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 15,614 shares — an estimated $4.15M sold.

EFG Asset Management first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $4.58M in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • EFG Asset Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • EFG Asset Management sold 15,614 Enphase Energy shares in Q1 2023, an estimated $4.15M.
  • EFG Asset Management first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
  • EFG Asset Management's Enphase Energy position peaked at $4.58M in Q3 2022.
  • 915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on EFG Asset Management's 13F filing for Q1 2023, filed 27 Apr 2023.