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HIA
Harbor Investment Advisory’s
Enphase Energy
ENPH
Stock Holding History
Harbor Investment Advisory’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
Q3
–
Sell
-1
Closed
-$100
–
1203
2024
Q2
$100
Buy
+1
New
+$116
﹤0.01%
1258
2023
Q3
–
Sell
-1,156
Closed
-$194K
–
1229
2023
Q2
$194K
Sell
1,156
-1,030
-47%
-$184K
0.03%
354
2023
Q1
$460K
Buy
2,186
+439
+25%
+$95.1K
0.07%
219
2022
Q4
$463K
Sell
1,747
-512
-23%
-$149K
0.07%
207
2022
Q3
$627K
Sell
2,259
-149
-6%
-$40.2K
0.1%
169
2022
Q2
$470K
Buy
2,408
+66
+3%
+$11.9K
0.08%
205
2022
Q1
$473K
Buy
2,342
+145
+7%
+$22.8K
0.06%
227
2021
Q4
$402K
Sell
2,197
-671
-23%
-$140K
0.05%
249
2021
Q3
$430K
Sell
2,868
-200
-7%
-$34.3K
0.06%
246
2021
Q2
$563K
Buy
3,068
+2,975
+3,199%
+$436K
0.08%
214
2021
Q1
$15K
Buy
+93
New
+$16.7K
﹤0.01%
910
2020
Q3
–
Sell
-12
Closed
-$1K
–
1167
2020
Q2
$1K
Sell
12
-238
-95%
-$11.4K
﹤0.01%
1060
2020
Q1
$8K
Sell
250
-50
-17%
-$1.88K
﹤0.01%
786
2019
Q4
$8K
Buy
+300
New
+$6.83K
﹤0.01%
660
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$6.9T AUM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$95.1B AUM
30.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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