Meritage Group’s Enphase Energy ENPH Stock Holding History

Meritage Group’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	-1,235	Closed	-$260K	–	55
2023 Q1	$260K	Buy	+1,235	New	+$267K	0.01%	28

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Meritage Group's ENPH Position: Q2 2023 in Review

Meritage Group sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,235 shares — an estimated $260K sold.

Meritage Group first reported a position in ENPH in Q1 2023 and held it in 1 quarter. The position peaked at $260K in Q1 2023. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Meritage Group reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Meritage Group sold 1,235 Enphase Energy shares in Q2 2023, an estimated $260K.
Meritage Group first reported a position in Enphase Energy in Q1 2023 and held it in 1 quarter.
Meritage Group's Enphase Energy position peaked at $260K in Q1 2023.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Meritage Group's 13F filing for Q2 2023, filed 11 Aug 2023.