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LJHT
Laurie J. Hall Trustee’s
Enphase Energy
ENPH
Stock Holding History
Laurie J. Hall Trustee’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-310
Closed
-$21K
–
152
2024
Q4
$21K
Sell
310
-50
-14%
-$3.97K
0.01%
213
2024
Q3
$41K
Sell
360
-5
-1%
-$559
0.01%
200
2024
Q2
$36K
Hold
365
–
–
0.01%
195
2024
Q1
$45K
Hold
365
–
–
0.02%
175
2023
Q4
$49K
Hold
365
–
–
0.02%
177
2023
Q3
$44K
Hold
365
–
–
0.02%
174
2023
Q2
$61K
Hold
365
–
–
0.02%
163
2023
Q1
$77K
Hold
365
–
–
0.03%
151
2022
Q4
$96K
Hold
365
–
–
0.04%
135
2022
Q3
$101K
Hold
365
–
–
0.05%
128
2022
Q2
$71K
Hold
365
–
–
0.03%
153
2022
Q1
$74K
Hold
365
–
–
0.03%
160
2021
Q4
$67K
Hold
365
–
–
0.02%
176
2021
Q3
$55K
Hold
365
–
–
0.02%
183
2021
Q2
$67K
Hold
365
–
–
0.03%
176
2021
Q1
$59K
Hold
365
–
–
0.02%
187
2020
Q4
$64K
Buy
+365
New
+$46.3K
0.03%
179
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$2.9T AUM
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1-Year Est. Return
Wellington Management Group
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$535B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Nordea Investment Management
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$107B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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