Horan Securities’s Enphase Energy ENPH Stock Holding History

Horan Securities’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 Q3	–	Sell	-159	Closed	-$26.6K	–	257
2023 Q2	$26.6K	Hold	159	–	–	0.01%	290
2023 Q1	$33.4K	Hold	159	–	–	0.02%	255
2022 Q4	$42.1K	Hold	159	–	–	0.02%	225
2022 Q3	$44K	Hold	159	–	–	0.03%	192
2022 Q2	$33K	Hold	159	–	–	0.02%	212
2022 Q1	$32K	Hold	159	–	–	0.02%	212
2021 Q4	$29K	Buy	+159	New	+$33.2K	0.02%	216
2021 Q2	$19K	Hold	104	–	–	0.01%	237
2021 Q1	$17K	Sell	104 -29	-22%	-$5.21K	0.01%	222
2020 Q4	$23K	Hold	133	–	–	0.02%	178
2020 Q3	$11K	Hold	133	–	–	0.01%	205
2020 Q2	$6K	Sell	133 -502	-79%	-$24K	0.01%	227
2020 Q1	$21K	Buy	+635	New	+$23.9K	0.03%	98

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management

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