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	–	256
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horan Securities's ENPH Position: Q3 2023 in Review

Horan Securities sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 159 shares — an estimated $26.6K sold.

Horan Securities first reported a position in ENPH in Q1 2020 and held it in 13 quarters. The position peaked at $44K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Horan Securities reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 159 Enphase Energy shares in Q3 2023, an estimated $26.6K.
Horan Securities first reported a position in Enphase Energy in Q1 2020 and held it in 13 quarters.
Horan Securities's Enphase Energy position peaked at $44K in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.