Sara-Bay Financial’s Enphase Energy ENPH Stock Holding History

Sara-Bay Financial’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	-1,146	Closed	-$304K	–	80
2022 Q4	$304K	Hold	1,146	–	–	0.17%	66
2022 Q3	$318K	Buy	+1,146	New	+$309K	0.18%	60

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sara-Bay Financial's ENPH Position: Q1 2023 in Review

Sara-Bay Financial sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,146 shares — an estimated $304K sold.

Sara-Bay Financial first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $318K in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Sara-Bay Financial reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Sara-Bay Financial sold 1,146 Enphase Energy shares in Q1 2023, an estimated $304K.
Sara-Bay Financial first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
Sara-Bay Financial's Enphase Energy position peaked at $318K in Q3 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Sara-Bay Financial's 13F filing for Q1 2023, filed 14 Apr 2023.