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Freedom Investment Management’s Enphase Energy ENPH Stock Holding History

Freedom Investment 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
2024
Q2 		– Sell
-1,733
Closed -$210K – 809
2024
Q1 		$210K Sell
1,733
-426
-20% -$49.7K 0.02% 735
2023
Q4 		$285K Buy
+2,159
New +$229K 0.02% 612
2023
Q3 		– Sell
-2,143
Closed -$359K – 704
2023
Q2 		$359K Sell
2,143
-242
-10% -$43.2K 0.04% 483
2023
Q1 		$501K Buy
2,385
+339
+17% +$73.4K 0.06% 403
2022
Q4 		$542K Buy
2,046
+15
+0.7% +$4.36K 0.06% 390
2022
Q3 		$564K Buy
2,031
+141
+7% +$38K 0.07% 383
2022
Q2 		$369K Sell
1,890
-367
-16% -$66.3K 0.04% 541
2022
Q1 		$455K Sell
2,257
-961
-30% -$151K 0.04% 494
2021
Q4 		$589K Sell
3,218
-66
-2% -$13.8K 0.04% 483
2021
Q3 		$492K Sell
3,284
-87
-3% -$14.9K 0.04% 509
2021
Q2 		$619K Sell
3,371
-3,786
-53% -$555K 0.05% 475
2021
Q1 		$1.16M Buy
7,157
+911
+15% +$164K 0.09% 264
2020
Q4 		$1.1M Buy
+6,246
New +$792K 0.12% 171

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Freedom Investment Management's ENPH Position: Q2 2024 in Review

Freedom Investment Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 1,733 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in ENPH in Q4 2020 and held it in 13 quarters. The position peaked at $1.16M in Q1 2021. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Freedom Investment Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,733 Enphase Energy shares in Q2 2024, an estimated $210K.
  • Freedom Investment Management first reported a position in Enphase Energy in Q4 2020 and held it in 13 quarters.
  • Freedom Investment Management's Enphase Energy position peaked at $1.16M in Q1 2021.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.