M&G Investment Management’s Enphase Energy ENPH Stock Holding History

M&G 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
2023 Q4	$1.36M	Buy	10,269 +5,338	+108%	+$566K	﹤0.01%	316
2023 Q3	$592K	Hold	4,931	–	–	﹤0.01%	326
2023 Q2	$823K	Buy	4,931 +909	+23%	+$162K	﹤0.01%	323
2023 Q1	$845K	Buy	+4,022	New	+$871K	﹤0.01%	311
2021 Q4	–	Sell	-42,995	Closed	-$6.45K	–	571
2021 Q3	$6.45K	Sell	42,995 -12,896	-23%	-$2.21M	0.02%	358
2021 Q2	$10.3K	Buy	55,891 +35,319	+172%	+$5.18M	0.03%	261
2021 Q1	$3.33K	Buy	+20,572	New	+$3.69M	0.01%	257

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

M&G Investment Management's ENPH Position: Q4 2023 in Review

M&G Investment Management increased its Enphase Energy (ENPH) stake by 108% in Q4 2023, buying an estimated $566K and bringing the position to 10,269 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #316.

M&G Investment Management first reported a position in ENPH in Q1 2021 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

M&G Investment Management held 10,269 shares of Enphase Energy worth $1.36M as of Q4 2023.
M&G Investment Management bought 5,338 Enphase Energy shares in Q4 2023, an estimated $566K.
Enphase Energy made up ﹤0.01% of M&G Investment Management's portfolio in Q4 2023, its #316 holding.
M&G Investment Management first reported a position in Enphase Energy in Q1 2021 and has held it in 7 quarters since.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.