Private Ocean’s Enphase Energy ENPH Stock Holding History

Private Ocean’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	-20	Closed	-$3.35K	–	505
2023 Q2	$3.35K	Hold	20	–	–	﹤0.01%	464
2023 Q1	$4.21K	Buy	+20	New	+$4.33K	﹤0.01%	475
2021 Q3	–	Sell	-5	Closed	-$1K	–	575
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	505
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	556
2020 Q4	$1K	Buy	+5	New	+$634	﹤0.01%	483

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Private Ocean's ENPH Position: Q3 2023 in Review

Private Ocean sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 20 shares — an estimated $3.35K sold.

Private Ocean first reported a position in ENPH in Q4 2020 and held it in 5 quarters. The position peaked at $4.21K in Q1 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Private Ocean reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 20 Enphase Energy shares in Q3 2023, an estimated $3.35K.
Private Ocean first reported a position in Enphase Energy in Q4 2020 and held it in 5 quarters.
Private Ocean's Enphase Energy position peaked at $4.21K in Q1 2023.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.