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Loomis, Sayles & Company’s
Enphase Energy
ENPH
Stock Holding History
Loomis, Sayles & Company’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
2024
Q1
–
Sell
-112
Closed
-$15K
–
781
2023
Q4
$15K
Sell
112
-520
-82%
-$55.2K
﹤0.01%
719
2023
Q3
$76K
Sell
632
-4,039
-86%
-$575K
﹤0.01%
550
2023
Q2
$782K
Buy
4,671
+346
+8%
+$61.8K
﹤0.01%
458
2023
Q1
$909K
Buy
4,325
+303
+8%
+$65.6K
﹤0.01%
454
2022
Q4
$1.07M
Buy
4,022
+1,818
+82%
+$529K
﹤0.01%
427
2022
Q3
$612K
Buy
2,204
+416
+23%
+$112K
﹤0.01%
424
2022
Q2
$349K
Sell
1,788
-6
-0.3%
-$1.08K
﹤0.01%
466
2022
Q1
$362K
Buy
1,794
+16
+0.9%
+$2.51K
﹤0.01%
510
2021
Q4
$325K
Buy
+1,778
New
+$371K
﹤0.01%
534
2021
Q2
–
Sell
-77
Closed
-$12K
–
851
2021
Q1
$12K
Hold
77
–
–
﹤0.01%
730
2020
Q4
$14K
Buy
+77
New
+$9.77K
﹤0.01%
663
Other funds holding ENPH
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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
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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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