Gilbert & Cook’s Enphase Energy ENPH Stock Holding History

Gilbert & Cook’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 Q2	–	Sell	-1,532	Closed	-$322K	–	223
2023 Q1	$322K	Buy	1,532 +196	+15%	+$42.5K	0.06%	162
2022 Q4	$354K	Buy	1,336 +9	+0.7%	+$2.62K	0.06%	149
2022 Q3	$384K	Buy	+1,327	New	+$358K	0.09%	130

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Gilbert & Cook's ENPH Position: Q2 2023 in Review

Gilbert & Cook sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,532 shares — an estimated $322K sold.

Gilbert & Cook first reported a position in ENPH in Q3 2022 and held it in 3 quarters. The position peaked at $384K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Gilbert & Cook reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Gilbert & Cook sold 1,532 Enphase Energy shares in Q2 2023, an estimated $322K.
Gilbert & Cook first reported a position in Enphase Energy in Q3 2022 and held it in 3 quarters.
Gilbert & Cook's Enphase Energy position peaked at $384K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Gilbert & Cook's 13F filing for Q2 2023, filed 14 Aug 2023.