Freemont Management’s Enphase Energy ENPH Stock Holding History

Freemont 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 Q1	–	Sell	-3,900	Closed	-$515K	–	82
2023 Q4	$515K	Hold	3,900	–	–	0.06%	78
2023 Q3	$469K	Sell	3,900 -600	-13%	-$85.5K	0.07%	80
2023 Q2	$754K	Hold	4,500	–	–	0.09%	88
2023 Q1	$946K	Hold	4,500	–	–	0.13%	83
2022 Q4	$1.19M	Hold	4,500	–	–	0.19%	82
2022 Q3	$1.25M	Hold	4,500	–	–	0.23%	75
2022 Q2	$879K	Hold	4,500	–	–	0.15%	88
2022 Q1	$908K	Hold	4,500	–	–	0.14%	87
2021 Q4	$823K	Buy	+4,500	New	+$939K	0.22%	45

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Freemont Management's ENPH Position: Q1 2024 in Review

Freemont Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 3,900 shares — an estimated $515K sold.

Freemont Management first reported a position in ENPH in Q4 2021 and held it in 9 quarters. The position peaked at $1.25M in Q3 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Freemont Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Freemont Management sold 3,900 Enphase Energy shares in Q1 2024, an estimated $515K.
Freemont Management first reported a position in Enphase Energy in Q4 2021 and held it in 9 quarters.
Freemont Management's Enphase Energy position peaked at $1.25M in Q3 2022.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Freemont Management's 13F filing for Q1 2024, filed 13 May 2024.