Liberty One Investment Management’s Enphase Energy ENPH Stock Holding History

Liberty One Investment 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	-19	Closed	-$2.15K	–	160
2024 Q3	$2.15K	Sell	19 -127	-87%	-$14.2K	﹤0.01%	173
2024 Q2	$15K	Sell	146 -4	-3%	-$466	﹤0.01%	170
2024 Q1	$18.1K	Sell	150 -4,845	-97%	-$565K	﹤0.01%	170
2023 Q4	$660K	Sell	4,995 -5	-0.1%	-$530	0.08%	103
2023 Q3	$601K	Buy	5,000 +22	+0.4%	+$3.13K	0.09%	101
2023 Q2	$834K	Buy	4,978 +132	+3%	+$23.6K	0.11%	89
2023 Q1	$1.02M	Sell	4,846 -133	-3%	-$28.8K	0.14%	81
2022 Q4	$1.32M	Sell	4,979 -368	-7%	-$107K	0.19%	72
2022 Q3	$1.48M	Buy	+5,347	New	+$1.44M	0.24%	72
2022 Q2	–	Sell	-1,574	Closed	-$318K	–	142
2022 Q1	$318K	Buy	+1,574	New	+$247K	0.05%	109

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

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

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

Liberty One Investment Management's ENPH Position: Q4 2024 in Review

Liberty One Investment Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 19 shares — an estimated $2.15K sold.

Liberty One Investment Management first reported a position in ENPH in Q1 2022 and held it in 10 quarters. The position peaked at $1.48M in Q3 2022. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Liberty One Investment Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Liberty One Investment Management sold 19 Enphase Energy shares in Q4 2024, an estimated $2.15K.
Liberty One Investment Management first reported a position in Enphase Energy in Q1 2022 and held it in 10 quarters.
Liberty One Investment Management's Enphase Energy position peaked at $1.48M in Q3 2022.
622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.