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Greenleaf Trust’s Enphase Energy ENPH Stock Holding History

Greenleaf Trust’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
Q4 		– Sell
-2,017
Closed -$228K – 823
2024
Q3 		$228K Sell
2,017
-112
-5% -$12.5K ﹤0.01% 754
2024
Q2 		$212K Buy
+2,129
New +$248K ﹤0.01% 745
2023
Q2 		– Sell
-2,158
Closed -$454K – 779
2023
Q1 		$454K Buy
2,158
+119
+6% +$25.8K 0.01% 483
2022
Q4 		$540K Buy
2,039
+119
+6% +$34.6K 0.01% 424
2022
Q3 		$533K Buy
1,920
+401
+26% +$108K 0.01% 382
2022
Q2 		$297K Sell
1,519
-1
-0.1% -$181 ﹤0.01% 556
2022
Q1 		$307K Buy
1,520
+290
+24% +$45.6K ﹤0.01% 584
2021
Q4 		$225K Buy
+1,230
New +$257K ﹤0.01% 690

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Greenleaf Trust's ENPH Position: Q4 2024 in Review

Greenleaf Trust sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,017 shares — an estimated $228K sold.

Greenleaf Trust first reported a position in ENPH in Q4 2021 and held it in 8 quarters. The position peaked at $540K in Q4 2022. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Greenleaf Trust reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Greenleaf Trust sold 2,017 Enphase Energy shares in Q4 2024, an estimated $228K.
  • Greenleaf Trust first reported a position in Enphase Energy in Q4 2021 and held it in 8 quarters.
  • Greenleaf Trust's Enphase Energy position peaked at $540K in Q4 2022.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Greenleaf Trust's 13F filing for Q4 2024, filed 24 Jan 2025.