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HCM
HMS Capital Management’s
Enphase Energy
ENPH
Stock Holding History
HMS Capital Management’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
-2,171
Closed
-$457K
–
111
2023
Q1
$457K
Buy
2,171
+29
+1%
+$6.28K
0.29%
65
2022
Q4
$568K
Sell
2,142
-275
-11%
-$80K
0.39%
54
2022
Q3
$671K
Buy
2,417
+423
+21%
+$114K
0.41%
57
2022
Q2
$389K
Sell
1,994
-1,384
-41%
-$250K
0.23%
75
2022
Q1
$682K
Hold
3,378
–
–
0.31%
72
2021
Q4
$618K
Buy
3,378
+8
+0.2%
+$1.67K
0.27%
71
2021
Q3
$505K
Hold
3,370
–
–
0.24%
85
2021
Q2
$619K
Buy
3,370
+36
+1%
+$5.28K
0.28%
71
2021
Q1
$539K
Sell
3,334
-331
-9%
-$59.4K
0.28%
72
2020
Q4
$643K
Hold
3,665
–
–
0.33%
69
2020
Q3
$303K
Buy
+3,665
New
+$245K
0.17%
135
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$653B AUM
32.41%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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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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