Marsico Capital Management’s Enphase Energy ENPH Stock Holding History

Marsico Capital 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 Q2	–	Sell	-34,236	Closed	-$7.2M	–	66
2023 Q1	$7.2M	Buy	34,236 +6,664	+24%	+$1.44M	0.34%	42
2022 Q4	$7.31M	Buy	27,572 +8,546	+45%	+$2.49M	0.38%	41
2022 Q3	$5.28M	Buy	+19,026	New	+$5.13M	0.28%	50

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Marsico Capital Management's ENPH Position: Q2 2023 in Review

Marsico Capital Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 34,236 shares — an estimated $7.2M sold.

Marsico Capital Management first reported a position in ENPH in Q3 2022 and held it in 3 quarters. The position peaked at $7.31M in Q4 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Marsico Capital Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Marsico Capital Management sold 34,236 Enphase Energy shares in Q2 2023, an estimated $7.2M.
Marsico Capital Management first reported a position in Enphase Energy in Q3 2022 and held it in 3 quarters.
Marsico Capital Management's Enphase Energy position peaked at $7.31M in Q4 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Marsico Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.