Gemmer Asset Management’s Enphase Energy ENPH Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-92	Closed	-$18K	–	407
2022 Q1	$18K	Buy	92 +4	+5%	+$629	﹤0.01%	522
2021 Q4	$16K	Hold	88	–	–	﹤0.01%	566
2021 Q3	$13K	Sell	88 -4	-4%	-$686	﹤0.01%	601
2021 Q2	$17K	Sell	92 -21	-19%	-$3.08K	﹤0.01%	589
2021 Q1	$18K	Hold	113	–	–	﹤0.01%	538
2020 Q4	$20K	Buy	113 +6	+6%	+$761	﹤0.01%	446
2020 Q3	$9K	Buy	107 +57	+114%	+$3.82K	﹤0.01%	641
2020 Q2	$2K	Sell	50 -75	-60%	-$3.58K	﹤0.01%	1160
2020 Q1	$4K	Buy	+125	New	+$4.71K	﹤0.01%	826

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return