Massachusetts Financial Services
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Massachusetts Financial Services’s Enphase Energy ENPH Stock Holding History

Massachusetts Financial Services’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
-54,838
Closed -$7.25M – 852
2023
Q4 		$7.25M Sell
54,838
-11,782
-18% -$1.25M ﹤0.01% 640
2023
Q3 		$8M Sell
66,620
-381,199
-85% -$54.3M ﹤0.01% 633
2023
Q2 		$75M Sell
447,819
-648,266
-59% -$116M 0.02% 393
2023
Q1 		$230M Buy
1,096,085
+22,509
+2% +$4.88M 0.08% 225
2022
Q4 		$284M Buy
1,073,576
+722,724
+206% +$210M 0.1% 196
2022
Q3 		$97.4M Buy
350,852
+326,080
+1,316% +$88M 0.04% 342
2022
Q2 		$4.84M Buy
+24,772
New +$4.48M ﹤0.01% 654

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services's ENPH Position: Q1 2024 in Review

Massachusetts Financial Services sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 54,838 shares — an estimated $7.25M sold.

Massachusetts Financial Services first reported a position in ENPH in Q2 2022 and held it in 7 quarters. The position peaked at $284M in Q4 2022. 722 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Massachusetts Financial Services reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 54,838 Enphase Energy shares in Q1 2024, an estimated $7.25M.
  • Massachusetts Financial Services first reported a position in Enphase Energy in Q2 2022 and held it in 7 quarters.
  • Massachusetts Financial Services's Enphase Energy position peaked at $284M in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Massachusetts Financial Services's 13F filing for Q1 2024, filed 14 May 2024.