Lumina Fund Management’s Enphase Energy ENPH Stock Holding History

Lumina 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
2023 Q4	–	Sell	-4,000	Closed	-$481K	–	18
2023 Q3	$481K	Buy	+4,000	New	+$570K	0.16%	43

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Lumina Fund Management's ENPH Position: Q4 2023 in Review

Lumina Fund Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 4,000 shares — an estimated $481K sold.

Lumina Fund Management first reported a position in ENPH in Q3 2023 and held it in 1 quarter. The position peaked at $481K in Q3 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Lumina Fund Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Lumina Fund Management sold 4,000 Enphase Energy shares in Q4 2023, an estimated $481K.
Lumina Fund Management first reported a position in Enphase Energy in Q3 2023 and held it in 1 quarter.
Lumina Fund Management's Enphase Energy position peaked at $481K in Q3 2023.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.