Old West Investment Management’s Enphase Energy ENPH Stock Holding History

Old West Investment 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 Q2	–	Sell	-1,023	Closed	-$215K	–	49
2023 Q1	$215K	Hold	1,023	–	–	0.12%	53
2022 Q4	$271K	Hold	1,023	–	–	0.17%	35
2022 Q3	$283K	Buy	+1,023	New	+$276K	0.2%	35
2022 Q2	–	Sell	-1,002	Closed	-$202K	–	43
2022 Q1	$202K	Buy	+1,002	New	+$157K	0.11%	38
2021 Q1	–	Sell	-2,478	Closed	-$434K	–	68
2020 Q4	$434K	Sell	2,478 -2,122	-46%	-$269K	0.1%	47
2020 Q3	$379K	Sell	4,600 -37	-0.8%	-$2.48K	0.09%	45
2020 Q2	$220K	Buy	+4,637	New	+$222K	0.07%	49
2020 Q1	–	Sell	-67,212	Closed	-$1.76M	–	57
2019 Q4	$1.76M	Sell	67,212 -2,908	-4%	-$66.2K	0.65%	34
2019 Q3	$1.56M	Sell	70,120 -71,197	-50%	-$1.82M	0.91%	33
2019 Q2	$2.58M	Sell	141,317 -157,545	-53%	-$2.17M	1.21%	22
2019 Q1	$2.76M	Sell	298,862 -514,762	-63%	-$3.91M	1%	22
2018 Q4	$3.85M	Sell	813,624 -35,065	-4%	-$178K	1.04%	11
2018 Q3	$4.12M	Sell	848,689 -70,962	-8%	-$389K	1.7%	19
2018 Q2	$6.19M	Sell	919,651 -554,967	-38%	-$2.87M	3.11%	8
2018 Q1	$6.74M	Sell	1,474,618 -304,845	-17%	-$926K	3.88%	5
2017 Q4	$4.29M	Buy	1,779,463 +160,355	+10%	+$336K	2.44%	18
2017 Q3	$2.46M	Buy	1,619,108 +575,453	+55%	+$589K	1.29%	27
2017 Q2	$902K	Sell	1,043,655 -12,008	-1%	-$11.9K	0.48%	44
2017 Q1	$1.45M	Buy	+1,055,663	New	+$1.54M	0.77%	30

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

Old West Investment Management's ENPH Position: Q2 2023 in Review

Old West Investment Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,023 shares — an estimated $215K sold.

Old West Investment Management first reported a position in ENPH in Q1 2017 and held it in 19 quarters. The position peaked at $6.74M in Q1 2018. 864 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Old West Investment Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Old West Investment Management sold 1,023 Enphase Energy shares in Q2 2023, an estimated $215K.
Old West Investment Management first reported a position in Enphase Energy in Q1 2017 and held it in 19 quarters.
Old West Investment Management's Enphase Energy position peaked at $6.74M in Q1 2018.
864 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Old West Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.