Moody Lynn & Lieberson’s Enphase Energy ENPH Stock Holding History

Moody Lynn & Lieberson’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
2022 Q4	–	Sell	-18,483	Closed	-$5.13M	–	222
2022 Q3	$5.13M	Buy	18,483 +3,768	+26%	+$1.02M	0.49%	48
2022 Q2	$2.87M	Buy	+14,715	New	+$2.66M	0.26%	72
2021 Q1	–	Sell	-12,465	Closed	-$2.19M	–	222
2020 Q4	$2.19M	Buy	+12,465	New	+$1.58M	0.19%	84

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Moody Lynn & Lieberson's ENPH Position: Q4 2022 in Review

Moody Lynn & Lieberson sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 18,483 shares — an estimated $5.13M sold.

Moody Lynn & Lieberson first reported a position in ENPH in Q4 2020 and held it in 3 quarters. The position peaked at $5.13M in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

Moody Lynn & Lieberson reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
Moody Lynn & Lieberson sold 18,483 Enphase Energy shares in Q4 2022, an estimated $5.13M.
Moody Lynn & Lieberson first reported a position in Enphase Energy in Q4 2020 and held it in 3 quarters.
Moody Lynn & Lieberson's Enphase Energy position peaked at $5.13M in Q3 2022.
941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2022, filed 1 Feb 2023.