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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurie J. Hall Trustee's ENPH Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 310 shares — an estimated $21K sold.

Laurie J. Hall Trustee first reported a position in ENPH in Q4 2020 and held it in 17 quarters. The position peaked at $101K in Q3 2022. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 310 Enphase Energy shares in Q1 2025, an estimated $21K.
Laurie J. Hall Trustee first reported a position in Enphase Energy in Q4 2020 and held it in 17 quarters.
Laurie J. Hall Trustee's Enphase Energy position peaked at $101K in Q3 2022.
591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.