L & S Advisors’s Enphase Energy ENPH Stock Holding History

L & S Advisors’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	-3,520	Closed	-$398K	–	350
2024 Q3	$398K	Buy	+3,520	New	+$393K	0.04%	239
2024 Q2	–	Sell	-16,168	Closed	-$1.96M	–	338
2024 Q1	$1.96M	Buy	16,168 +13,635	+538%	+$1.59M	0.22%	125
2023 Q4	$335K	Buy	+2,533	New	+$269K	0.04%	241
2023 Q3	–	Sell	-9,829	Closed	-$1.65M	–	301
2023 Q2	$1.65M	Buy	9,829 +3,082	+46%	+$551K	0.22%	111
2023 Q1	$1.42M	Buy	6,747 +806	+14%	+$175K	0.2%	121
2022 Q4	$1.57M	Sell	5,941 -2,179	-27%	-$634K	0.29%	95
2022 Q3	$2.25M	Sell	8,120 -2,224	-22%	-$600K	0.4%	57
2022 Q2	$2.02M	Sell	10,344 -1,830	-15%	-$331K	0.34%	72
2022 Q1	$2.46M	Buy	12,174 +958	+9%	+$151K	0.29%	101
2021 Q4	$2.05M	Sell	11,216 -3,553	-24%	-$741K	0.22%	132
2021 Q3	$2.21M	Sell	14,769 -1,092	-7%	-$187K	0.24%	126
2021 Q2	$2.91M	Buy	15,861 +2,395	+18%	+$351K	0.31%	95
2021 Q1	$2.18M	Sell	13,466 -2,526	-16%	-$453K	0.25%	137
2020 Q4	$2.81M	Sell	15,992 -4,746	-23%	-$602K	0.33%	103
2020 Q3	$1.71M	Buy	+20,738	New	+$1.39M	0.24%	133

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return