HPC
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HM Payson & Co’s Enphase Energy ENPH Stock Holding History

HM Payson & Co’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
Closed -$227 – 1065
2024
Q3 		$227 Buy
+2
New +$223 ﹤0.01% 1089
2022
Q3 		– Sell
-1
Closed – – 1012
2022
Q2 		$0 Buy
+1
New +$181 ﹤0.01% 1065
2022
Q1 		– Sell
-271
Closed -$50K – 1078
2021
Q4 		$50K Buy
+271
New +$56.5K ﹤0.01% 607
2021
Q2 		– Sell
-639
Closed -$104K – 1107
2021
Q1 		$104K Hold
639
– – ﹤0.01% 474
2020
Q4 		$112K Sell
639
-350
-35% -$44.4K ﹤0.01% 458
2020
Q3 		$82K Buy
+989
New +$66.2K ﹤0.01% 479

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $95.1B AUM 30.55% 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