Loomis, Sayles & Company’s Enphase Energy ENPH Stock Holding History

Loomis, Sayles & Company’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	-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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company's ENPH Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 112 shares — an estimated $15K sold.

Loomis, Sayles & Company first reported a position in ENPH in Q4 2020 and held it in 11 quarters. The position peaked at $1.07M in Q4 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

Loomis, Sayles & Company reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
Loomis, Sayles & Company sold 112 Enphase Energy shares in Q1 2024, an estimated $15K.
Loomis, Sayles & Company first reported a position in Enphase Energy in Q4 2020 and held it in 11 quarters.
Loomis, Sayles & Company's Enphase Energy position peaked at $1.07M in Q4 2022.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.