McKinley Capital Management’s Enphase Energy ENPH Stock Holding History

McKinley 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 Q1	–	Sell	-5,493	Closed	-$1.46M	–	167
2022 Q4	$1.46M	Buy	5,493 +783	+17%	+$228K	0.19%	113
2022 Q3	$1.31M	Buy	+4,710	New	+$1.27M	0.18%	118

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McKinley Capital Management's ENPH Position: Q1 2023 in Review

McKinley Capital Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 5,493 shares — an estimated $1.46M sold.

McKinley Capital Management first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $1.46M in Q4 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

McKinley Capital Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
McKinley Capital Management sold 5,493 Enphase Energy shares in Q1 2023, an estimated $1.46M.
McKinley Capital Management first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
McKinley Capital Management's Enphase Energy position peaked at $1.46M in Q4 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on McKinley Capital Management's 13F filing for Q1 2023, filed 11 May 2023.