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Marietta Investment Partners’s Enphase Energy ENPH Stock Holding History

Marietta Investment Partners’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
Q2 		– Sell
-5,808
Closed -$1.22M – 167
2023
Q1 		$1.22M Sell
5,808
-10,840
-65% -$2.35M 0.34% 60
2022
Q4 		$4.41M Buy
16,648
+3,462
+26% +$1.01M 1.25% 28
2022
Q3 		$3.72M Buy
+13,186
New +$3.56M 1.11% 29

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marietta Investment Partners's ENPH Position: Q2 2023 in Review

Marietta Investment Partners sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 5,808 shares — an estimated $1.22M sold.

Marietta Investment Partners first reported a position in ENPH in Q3 2022 and held it in 3 quarters. The position peaked at $4.41M in Q4 2022. 865 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • Marietta Investment Partners reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 5,808 Enphase Energy shares in Q2 2023, an estimated $1.22M.
  • Marietta Investment Partners first reported a position in Enphase Energy in Q3 2022 and held it in 3 quarters.
  • Marietta Investment Partners's Enphase Energy position peaked at $4.41M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Marietta Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.