QCM Cayman’s Enphase Energy ENPH Stock Holding History

QCM Cayman’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	-1,318	Closed	-$221K	–	80
2023 Q2	$221K	Buy	1,318 +161	+14%	+$28.8K	1.3%	37
2023 Q1	$243K	Buy	+1,157	New	+$251K	1.52%	28
2022 Q4	–	Sell	-1,045	Closed	-$290K	–	45
2022 Q3	$290K	Buy	+1,045	New	+$282K	4.24%	6
2021 Q1	–	Sell	-1,817	Closed	-$319K	–	158
2020 Q4	$319K	Buy	+1,817	New	+$230K	0.33%	97

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 $3.37T AUM 44.26% 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

QCM Cayman's ENPH Position: Q3 2023 in Review

QCM Cayman sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,318 shares — an estimated $221K sold.

QCM Cayman first reported a position in ENPH in Q4 2020 and held it in 4 quarters. The position peaked at $319K in Q4 2020. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

QCM Cayman reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
QCM Cayman sold 1,318 Enphase Energy shares in Q3 2023, an estimated $221K.
QCM Cayman first reported a position in Enphase Energy in Q4 2020 and held it in 4 quarters.
QCM Cayman's Enphase Energy position peaked at $319K in Q4 2020.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on QCM Cayman's 13F filing for Q3 2023, filed 30 Oct 2023.