Enlightenment Research’s Enphase Energy ENPH Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-800	Closed	-$222K	–	28
2022 Q3	$222K	Buy	+800	New	+$216K	0.49%	78
2019 Q4	–	Sell	-15,300	Closed	-$340K	–	77
2019 Q3	$340K	Buy	+15,300	New	+$392K	0.75%	50
2019 Q1	–	Sell	-1,400	Closed	-$7K	–	271
2018 Q4	$7K	Buy	+1,400	New	+$7.11K	0.01%	639

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Enlightenment Research's ENPH Position: Q4 2022 in Review

Enlightenment Research sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 800 shares — an estimated $222K sold.

Enlightenment Research first reported a position in ENPH in Q4 2018 and held it in 3 quarters. The position peaked at $340K in Q3 2019. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

Enlightenment Research reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 800 Enphase Energy shares in Q4 2022, an estimated $222K.
Enlightenment Research first reported a position in Enphase Energy in Q4 2018 and held it in 3 quarters.
Enlightenment Research's Enphase Energy position peaked at $340K in Q3 2019.
941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.