Fiduciary Trust’s Enphase Energy ENPH Stock Holding History

Fiduciary 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	-2,636	Closed	-$298K	–	701
2024 Q3	$298K	Sell	2,636 -1,080	-29%	-$121K	﹤0.01%	564
2024 Q2	$371K	Sell	3,716 -324	-8%	-$37.7K	0.01%	505
2024 Q1	$489K	Sell	4,040 -453	-10%	-$52.9K	0.01%	463
2023 Q4	$594K	Sell	4,493 -538	-11%	-$57.1K	0.01%	420
2023 Q3	$604K	Buy	5,031 +2,247	+81%	+$320K	0.01%	400
2023 Q2	$466K	Sell	2,784 -8	-0.3%	-$1.43K	0.01%	454
2023 Q1	$587K	Buy	2,792 +148	+6%	+$32.1K	0.01%	415
2022 Q4	$701K	Buy	2,644 +120	+5%	+$34.9K	0.01%	398
2022 Q3	$700K	Buy	2,524 +13	+0.5%	+$3.51K	0.02%	382
2022 Q2	$490K	Buy	2,511 +790	+46%	+$143K	0.01%	454
2022 Q1	$347K	Sell	1,721 -84	-5%	-$13.2K	0.01%	539
2021 Q4	$330K	Buy	1,805 +160	+10%	+$33.4K	0.01%	545
2021 Q3	$247K	Hold	1,645	–	–	﹤0.01%	593
2021 Q2	$302K	Buy	+1,645	New	+$241K	0.01%	556

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return