LGT Fund Management’s Enphase Energy ENPH Stock Holding History

LGT Fund Management’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	-20,500	Closed	-$2.22M	–	259
2024 Q3	$2.22M	Buy	20,500 +3,500	+21%	+$391K	0.23%	95
2024 Q2	$1.7M	Buy	+17,000	New	+$1.98M	0.21%	93
2023 Q3	–	Sell	-8,100	Closed	-$1.36M	–	117
2023 Q2	$1.36M	Sell	8,100 -2,740	-25%	-$490K	0.62%	63
2023 Q1	$2.28M	Buy	10,840 +4,010	+59%	+$869K	0.97%	41
2022 Q4	$1.81M	Buy	6,830 +30	+0.4%	+$8.73K	0.78%	47
2022 Q3	$1.89M	Sell	6,800 -21,002	-76%	-$5.66M	0.89%	42
2022 Q2	$5.43M	Buy	27,802 +17,997	+184%	+$3.25M	0.8%	29
2022 Q1	$2.02M	Buy	+9,805	New	+$1.54M	0.27%	101

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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