InterOcean Capital Group’s Enphase Energy ENPH Stock Holding History

InterOcean Capital Group’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	–	Sell	-1,362	Closed	-$361K	–	433
2022 Q4	$361K	Sell	1,362 -83	-6%	-$24.1K	0.01%	304
2022 Q3	$401K	Sell	1,445 -362	-20%	-$97.6K	0.02%	267
2022 Q2	$353K	Buy	+1,807	New	+$327K	0.01%	297

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

InterOcean Capital Group's ENPH Position: Q1 2023 in Review

InterOcean Capital Group sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,362 shares — an estimated $361K sold.

InterOcean Capital Group first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $401K in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

InterOcean Capital Group reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
InterOcean Capital Group sold 1,362 Enphase Energy shares in Q1 2023, an estimated $361K.
InterOcean Capital Group first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
InterOcean Capital Group's Enphase Energy position peaked at $401K in Q3 2022.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.