Emerald Mutual Fund Advisers Trust’s Enphase Energy ENPH Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024 Q4	–	Sell	-989	Closed	-$112K	–	221
2024 Q3	$112K	Buy	+989	New	+$111K	0.01%	217
2023 Q4	–	Sell	-605	Closed	-$72.7K	–	243
2023 Q3	$72.7K	Buy	+605	New	+$86.2K	﹤0.01%	232
2019 Q2	–	Sell	-425,000	Closed	-$3.92M	–	208
2019 Q1	$3.92M	Hold	425,000	–	–	0.16%	160
2018 Q4	$2.01M	Hold	425,000	–	–	0.09%	184
2018 Q3	$2.06M	Buy	425,000 +75,000	+21%	+$411K	0.07%	214
2018 Q2	$2.36M	Buy	350,000 +81,400	+30%	+$421K	0.09%	197
2018 Q1	$1.23M	Hold	268,600	–	–	0.05%	217
2017 Q4	$647K	Hold	268,600	–	–	0.03%	228
2017 Q3	$408K	Hold	268,600	–	–	0.02%	239
2017 Q2	$232K	Hold	268,600	–	–	0.01%	245
2017 Q1	$368K	Hold	268,600	–	–	0.02%	235
2016 Q4	$271K	Buy	+268,600	New	+$308K	0.01%	270
2015 Q2	–	Sell	-398,470	Closed	-$5.26M	–	260
2015 Q1	$5.26M	Buy	398,470 +38,530	+11%	+$498K	0.43%	87
2014 Q4	$5.14M	Buy	359,940 +111,350	+45%	+$1.39M	0.45%	80
2014 Q3	$3.73M	Buy	+248,590	New	+$3.15M	0.36%	93

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ENPH Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 989 shares — an estimated $112K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ENPH in Q3 2014 and held it in 15 quarters. The position peaked at $5.26M in Q1 2015. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 989 Enphase Energy shares in Q4 2024, an estimated $112K.
Emerald Mutual Fund Advisers Trust first reported a position in Enphase Energy in Q3 2014 and held it in 15 quarters.
Emerald Mutual Fund Advisers Trust's Enphase Energy position peaked at $5.26M in Q1 2015.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.