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Maytree Asset Management’s Enphase Energy ENPH Stock Holding History

Maytree Asset 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
2024
Q2 		– Sell
-3,186
Closed -$385K – 30
2024
Q1 		$385K Buy
+3,186
New +$372K 0.72% 14
2023
Q2 		– Sell
-43,938
Closed -$9.24M – 17
2023
Q1 		$9.24M Buy
+43,938
New +$9.52M 9.9% 4

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Maytree Asset Management's ENPH Position: Q2 2024 in Review

Maytree Asset Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 3,186 shares — an estimated $385K sold.

Maytree Asset Management first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $9.24M in Q1 2023. 713 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Maytree Asset Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Maytree Asset Management sold 3,186 Enphase Energy shares in Q2 2024, an estimated $385K.
  • Maytree Asset Management first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • Maytree Asset Management's Enphase Energy position peaked at $9.24M in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Maytree Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.