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Mount Lucas Management’s Enphase Energy ENPH Stock Holding History

Mount Lucas 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
Q4 		– Sell
-805
Closed -$96.7K – 158
2023
Q3 		$96.7K Sell
805
-102
-11% -$14.5K 0.03% 129
2023
Q2 		$152K Buy
907
+51
+6% +$9.11K 0.05% 138
2023
Q1 		$180K Sell
856
-51
-6% -$11K 0.05% 110
2022
Q4 		$240K Sell
907
-357
-28% -$104K 0.08% 93
2022
Q3 		$351K Sell
1,264
-24
-2% -$6.47K 0.12% 83
2022
Q2 		$251K Buy
1,288
+122
+10% +$22.1K 0.08% 84
2022
Q1 		$235K Buy
1,166
+69
+6% +$10.8K 0.07% 104
2021
Q4 		$201K Buy
+1,097
New +$229K 0.06% 128

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Lucas Management's ENPH Position: Q4 2023 in Review

Mount Lucas Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 805 shares — an estimated $96.7K sold.

Mount Lucas Management first reported a position in ENPH in Q4 2021 and held it in 8 quarters. The position peaked at $351K in Q3 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Mount Lucas Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Mount Lucas Management sold 805 Enphase Energy shares in Q4 2023, an estimated $96.7K.
  • Mount Lucas Management first reported a position in Enphase Energy in Q4 2021 and held it in 8 quarters.
  • Mount Lucas Management's Enphase Energy position peaked at $351K in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Mount Lucas Management's 13F filing for Q4 2023, filed 7 Feb 2024.