Moody National Bank Trust Division’s Enphase Energy ENPH Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-6,708	Closed	-$806K	–	548
2023 Q3	$806K	Sell	6,708 -1,443	-18%	-$206K	0.05%	268
2023 Q2	$1.37M	Buy	8,151 +1,150	+16%	+$205K	0.09%	157
2023 Q1	$1.47M	Sell	7,001 -2,100	-23%	-$455K	0.13%	142
2022 Q4	$2.41M	Sell	9,101 -434	-5%	-$126K	0.21%	84
2022 Q3	$2.65M	Buy	9,535 +1,934	+25%	+$522K	0.27%	67
2022 Q2	$1.48M	Buy	+7,601	New	+$1.37M	0.16%	112

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Moody National Bank Trust Division's ENPH Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 6,708 shares — an estimated $806K sold.

Moody National Bank Trust Division first reported a position in ENPH in Q2 2022 and held it in 6 quarters. The position peaked at $2.65M in Q3 2022. 758 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Moody National Bank Trust Division reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 6,708 Enphase Energy shares in Q4 2023, an estimated $806K.
Moody National Bank Trust Division first reported a position in Enphase Energy in Q2 2022 and held it in 6 quarters.
Moody National Bank Trust Division's Enphase Energy position peaked at $2.65M in Q3 2022.
758 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.