Occudo Quantitative Strategies’s Enphase Energy ENPH Stock Holding History

Occudo Quantitative Strategies’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 Q3	–	Sell	-11,499	Closed	-$1.93M	–	1063
2023 Q2	$1.93M	Sell	11,499 -870	-7%	-$155K	0.2%	147
2023 Q1	$2.6M	Buy	12,369 +9,476	+328%	+$2.05M	0.24%	121
2022 Q4	$767K	Sell	2,893 -13,966	-83%	-$4.06M	0.09%	371
2022 Q3	$4.68M	Buy	16,859 +13,334	+378%	+$3.6M	0.36%	41
2022 Q2	$688K	Buy	+3,525	New	+$637K	0.06%	510
2022 Q1	–	Sell	-1,532	Closed	-$280K	–	1177
2021 Q4	$280K	Buy	+1,532	New	+$320K	0.02%	790
2021 Q2	–	Sell	-6,675	Closed	-$1.08M	–	926
2021 Q1	$1.08M	Buy	+6,675	New	+$1.2M	0.24%	114

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Occudo Quantitative Strategies's ENPH Position: Q3 2023 in Review

Occudo Quantitative Strategies sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 11,499 shares — an estimated $1.93M sold.

Occudo Quantitative Strategies first reported a position in ENPH in Q1 2021 and held it in 7 quarters. The position peaked at $4.68M in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Occudo Quantitative Strategies reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Occudo Quantitative Strategies sold 11,499 Enphase Energy shares in Q3 2023, an estimated $1.93M.
Occudo Quantitative Strategies first reported a position in Enphase Energy in Q1 2021 and held it in 7 quarters.
Occudo Quantitative Strategies's Enphase Energy position peaked at $4.68M in Q3 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2023, filed 14 Nov 2023.