HighTower Trust’s Enphase Energy ENPH Stock Holding History

HighTower 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
2023 Q1	$744K	Buy	3,540 +170	+5%	+$36.8K	0.07%	127
2022 Q4	$901K	Hold	3,370	–	–	0.09%	109
2022 Q3	$935K	Buy	+3,370	New	+$909K	0.1%	100
2022 Q2	–	Sell	-3,370	Closed	-$680K	–	268
2022 Q1	$680K	Buy	3,370 +1,000	+42%	+$157K	0.06%	132
2021 Q4	$434K	Buy	+2,370	New	+$494K	0.04%	166

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighTower Trust's ENPH Position: Q1 2023 in Review

HighTower Trust increased its Enphase Energy (ENPH) stake by 5% in Q1 2023, buying an estimated $36.8K and bringing the position to 3,540 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #127.

HighTower Trust first reported a position in ENPH in Q4 2021 and has held it in 5 quarters since. The position peaked at $935K in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

HighTower Trust held 3,540 shares of Enphase Energy worth $744K as of Q1 2023.
HighTower Trust bought 170 Enphase Energy shares in Q1 2023, an estimated $36.8K.
Enphase Energy made up 0.07% of HighTower Trust's portfolio in Q1 2023, its #127 holding.
HighTower Trust first reported a position in Enphase Energy in Q4 2021 and has held it in 5 quarters since.
HighTower Trust's Enphase Energy position peaked at $935K in Q3 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.