Grimes & Company’s Enphase Energy ENPH Stock Holding History

Grimes & Company’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	-1,030	Closed	-$217K	–	318
2023 Q1	$217K	Buy	1,030 +3	+0.3%	+$650	0.01%	269
2022 Q4	$272K	Buy	1,027 +2	+0.2%	+$582	0.01%	244
2022 Q3	$284K	Hold	1,025	–	–	0.01%	225
2022 Q2	$200K	Hold	1,025	–	–	0.01%	258
2022 Q1	$207K	Buy	+1,025	New	+$161K	0.01%	280

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Grimes & Company's ENPH Position: Q2 2023 in Review

Grimes & Company sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,030 shares — an estimated $217K sold.

Grimes & Company first reported a position in ENPH in Q1 2022 and held it in 5 quarters. The position peaked at $284K in Q3 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Grimes & Company reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Grimes & Company sold 1,030 Enphase Energy shares in Q2 2023, an estimated $217K.
Grimes & Company first reported a position in Enphase Energy in Q1 2022 and held it in 5 quarters.
Grimes & Company's Enphase Energy position peaked at $284K in Q3 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Grimes & Company's 13F filing for Q2 2023, filed 19 Jul 2023.