Fund Management at Engine No 1’s Enphase Energy ENPH Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-1,949	Closed	-$234K	–	141
2023 Q3	$234K	Buy	1,949 +164	+9%	+$23.4K	0.04%	389
2023 Q2	$299K	Buy	1,785 +137	+8%	+$24.5K	0.06%	334
2023 Q1	$347K	Sell	1,648 -3,112	-65%	-$674K	0.07%	276
2022 Q4	$1.26M	Sell	4,760 -5,693	-54%	-$1.66M	0.31%	76
2022 Q3	$2.9M	Buy	10,453 +1,987	+23%	+$536K	0.85%	27
2022 Q2	$1.65M	Buy	8,466 +350	+4%	+$63.3K	0.44%	56
2022 Q1	$1.64M	Buy	+8,116	New	+$1.28M	0.41%	60

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

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

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

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

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

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

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

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

Fund Management at Engine No 1's ENPH Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,949 shares — an estimated $234K sold.

Fund Management at Engine No 1 first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $2.9M in Q3 2022. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 1,949 Enphase Energy shares in Q4 2023, an estimated $234K.
Fund Management at Engine No 1 first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Enphase Energy position peaked at $2.9M in Q3 2022.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.