R.M. Davis Inc’s Enphase Energy ENPH Stock Holding History

R.M. Davis Inc’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
2024 Q1	–	Sell	-2,000	Closed	-$264K	–	263
2023 Q4	$264K	Hold	2,000	–	–	0.01%	235
2023 Q3	$240K	Buy	+2,000	New	+$285K	0.01%	246

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

R.M. Davis Inc's ENPH Position: Q1 2024 in Review

R.M. Davis Inc sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 2,000 shares — an estimated $264K sold.

R.M. Davis Inc first reported a position in ENPH in Q3 2023 and held it in 2 quarters. The position peaked at $264K in Q4 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

R.M. Davis Inc reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
R.M. Davis Inc sold 2,000 Enphase Energy shares in Q1 2024, an estimated $264K.
R.M. Davis Inc first reported a position in Enphase Energy in Q3 2023 and held it in 2 quarters.
R.M. Davis Inc's Enphase Energy position peaked at $264K in Q4 2023.
725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on R.M. Davis Inc's 13F filing for Q1 2024, filed 10 May 2024.