S&CO Inc’s Enphase Energy ENPH Stock Holding History

S&CO 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
2023 Q3	–	Sell	-1,200	Closed	-$200K	–	184
2023 Q2	$200K	Hold	1,200	–	–	0.02%	177
2023 Q1	$252K	Hold	1,200	–	–	0.02%	163
2022 Q4	$317K	Hold	1,200	–	–	0.03%	153
2022 Q3	$332K	Hold	1,200	–	–	0.03%	150
2022 Q2	$234K	Hold	1,200	–	–	0.02%	175
2022 Q1	$242K	Hold	1,200	–	–	0.02%	180
2021 Q4	$219K	Buy	+1,200	New	+$250K	0.02%	184
2021 Q3	–	Sell	-1,200	Closed	-$220K	–	189
2021 Q2	$220K	Buy	+1,200	New	+$176K	0.02%	181
2021 Q1	–	Sell	-1,200	Closed	-$211K	–	186
2020 Q4	$211K	Buy	+1,200	New	+$152K	0.02%	175

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

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

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

VOYA Investment Management

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