Sageworth Trust’s Enphase Energy ENPH Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-1	Closed	–	–	517
2022 Q4	$0	Buy	+1	New	+$291	﹤0.01%	462
2022 Q1	–	Sell	-31	Closed	-$6K	–	483
2021 Q4	$6K	Sell	31 -104	-77%	-$21.7K	﹤0.01%	351
2021 Q3	$20K	Hold	135	–	–	﹤0.01%	360
2021 Q2	$25K	Buy	+135	New	+$19.8K	﹤0.01%	341

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust's ENPH Position: Q1 2023 in Review

Sageworth Trust sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1 share.

Sageworth Trust first reported a position in ENPH in Q2 2021 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Sageworth Trust reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 1 Enphase Energy share in Q1 2023.
Sageworth Trust first reported a position in Enphase Energy in Q2 2021 and held it in 4 quarters.
Sageworth Trust's Enphase Energy position peaked at $25K in Q2 2021.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.