L.J. Altfest & Co’s Enphase Energy ENPH Stock Holding History

L.J. Altfest & 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	-3,022	Closed	-$342K	–	340
2024 Q3	$342K	Buy	+3,022	New	+$338K	0.05%	262
2024 Q2	–	Sell	-4,841	Closed	-$586K	–	324
2024 Q1	$586K	Buy	4,841 +1,269	+36%	+$148K	0.08%	173
2023 Q4	$472K	Buy	+3,572	New	+$379K	0.07%	192
2023 Q2	–	Sell	-992	Closed	-$209K	–	295
2023 Q1	$209K	Buy	+992	New	+$215K	0.03%	259
2021 Q3	–	Sell	-1,326	Closed	-$243K	–	261
2021 Q2	$243K	Buy	+1,326	New	+$194K	0.05%	237

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

L.J. Altfest & Co's ENPH Position: Q4 2024 in Review

L.J. Altfest & Co sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,022 shares — an estimated $342K sold.

L.J. Altfest & Co first reported a position in ENPH in Q2 2021 and held it in 5 quarters. The position peaked at $586K in Q1 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

L.J. Altfest & Co reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
L.J. Altfest & Co sold 3,022 Enphase Energy shares in Q4 2024, an estimated $342K.
L.J. Altfest & Co first reported a position in Enphase Energy in Q2 2021 and held it in 5 quarters.
L.J. Altfest & Co's Enphase Energy position peaked at $586K in Q1 2024.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.