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Renaissance Investment Group’s Enphase Energy ENPH Stock Holding History

Renaissance Investment Group’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
Q4 		– Sell
-23,894
Closed -$2.87M – 82
2023
Q3 		$2.87M Sell
23,894
-4,981
-17% -$710K 0.8% 39
2023
Q2 		$4.84M Buy
28,875
+1,938
+7% +$346K 1.27% 34
2023
Q1 		$5.66M Buy
26,937
+2,534
+10% +$549K 1.59% 29
2022
Q4 		$6.47M Buy
24,403
+2,237
+10% +$651K 1.93% 21
2022
Q3 		$5.62M Buy
22,166
+4,905
+28% +$1.32M 1.75% 29
2022
Q2 		$3.37M Buy
17,261
+832
+5% +$150K 1.1% 34
2022
Q1 		$2.77M Buy
+16,429
New +$2.58M 0.81% 37

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Investment Group's ENPH Position: Q4 2023 in Review

Renaissance Investment Group sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 23,894 shares — an estimated $2.87M sold.

Renaissance Investment Group first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $6.47M in Q4 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Renaissance Investment Group reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Renaissance Investment Group sold 23,894 Enphase Energy shares in Q4 2023, an estimated $2.87M.
  • Renaissance Investment Group first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
  • Renaissance Investment Group's Enphase Energy position peaked at $6.47M in Q4 2022.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Renaissance Investment Group's 13F filing for Q4 2023, filed 9 Jan 2024.