Savant Capital’s Enphase Energy ENPH Stock Holding History

Savant Capital’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 Q4	–	Sell	-2,760	Closed	-$312K	–	1448
2024 Q3	$312K	Sell	2,760 -518	-16%	-$57.9K	﹤0.01%	1070
2024 Q2	$327K	Sell	3,278 -267	-8%	-$31.1K	﹤0.01%	950
2024 Q1	$429K	Sell	3,545 -515	-13%	-$60.1K	﹤0.01%	782
2023 Q4	$536K	Buy	4,060 +346	+9%	+$36.7K	0.01%	549
2023 Q3	$446K	Sell	3,714 -383	-9%	-$54.6K	0.01%	550
2023 Q2	$686K	Buy	4,097 +1,436	+54%	+$257K	0.01%	457
2023 Q1	$560K	Buy	2,661 +311	+13%	+$67.4K	0.01%	435
2022 Q4	$623K	Buy	2,350 +38	+2%	+$11.1K	0.02%	331
2022 Q3	$642K	Buy	2,312 +17	+0.7%	+$4.58K	0.02%	305
2022 Q2	$448K	Buy	2,295 +28	+1%	+$5.06K	0.01%	361
2022 Q1	$457K	Buy	2,267 +230	+11%	+$36.1K	0.02%	373
2021 Q4	$373K	Sell	2,037 -69	-3%	-$14.4K	0.01%	410
2021 Q3	$316K	Sell	2,106 -361	-15%	-$61.9K	0.01%	409
2021 Q2	$453K	Buy	+2,467	New	+$362K	0.02%	323

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return