Lee Financial’s Enphase Energy ENPH Stock Holding History

Lee Financial’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 Q1	–	Sell	-3	Closed	-$397	–	366
2023 Q4	$397	Sell	3 -10	-77%	-$1.06K	﹤0.01%	830
2023 Q3	$1.56K	Hold	13	–	–	﹤0.01%	735
2023 Q2	$2.18K	Hold	13	–	–	﹤0.01%	642
2023 Q1	$2.73K	Sell	13 -4	-24%	-$866	﹤0.01%	613
2022 Q4	$4.5K	Sell	17 -3	-15%	-$873	﹤0.01%	563
2022 Q3	$5K	Buy	20 +1	+5%	+$270	﹤0.01%	535
2022 Q2	$4K	Hold	19	–	–	﹤0.01%	585
2022 Q1	$4K	Sell	19 -5	-21%	-$786	﹤0.01%	530
2021 Q4	$4K	Buy	24 +3	+14%	+$626	﹤0.01%	622
2021 Q3	$3K	Hold	21	–	–	﹤0.01%	547
2021 Q2	$4K	Buy	+21	New	+$3.08K	﹤0.01%	481

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return