Epoch Investment Partners’s Enphase Energy ENPH Stock Holding History

Epoch Investment Partners’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 Q2	–	Sell	-5,132	Closed	-$1.08M	–	446
2023 Q1	$1.08M	Sell	5,132 -97	-2%	-$21K	0.01%	351
2022 Q4	$1.39M	Buy	5,229 +150	+3%	+$43.6K	0.01%	331
2022 Q3	$1.41M	Hold	5,079	–	–	0.01%	337
2022 Q2	$992K	Sell	5,079 -3	-0.1%	-$542	0.01%	358
2022 Q1	$1.02M	Buy	+5,082	New	+$799K	0.01%	366

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Epoch Investment Partners's ENPH Position: Q2 2023 in Review

Epoch Investment Partners sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 5,132 shares — an estimated $1.08M sold.

Epoch Investment Partners first reported a position in ENPH in Q1 2022 and held it in 5 quarters. The position peaked at $1.41M in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Epoch Investment Partners reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Epoch Investment Partners sold 5,132 Enphase Energy shares in Q2 2023, an estimated $1.08M.
Epoch Investment Partners first reported a position in Enphase Energy in Q1 2022 and held it in 5 quarters.
Epoch Investment Partners's Enphase Energy position peaked at $1.41M in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Epoch Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.