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Scout Investments’s Enphase Energy ENPH Stock Holding History

Scout Investments’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
-16,599
Closed -$1.94M – 211
2023
Q3 		$1.94M Sell
16,599
-15,873
-49% -$2.26M 0.04% 212
2023
Q2 		$5.63M Sell
32,472
-73,555
-69% -$13.1M 0.11% 183
2023
Q1 		$22.3M Buy
106,027
+56,999
+116% +$12.3M 0.45% 84
2022
Q4 		$13M Sell
49,028
-120,079
-71% -$34.9M 0.27% 112
2022
Q3 		$46.9M Buy
+169,107
New +$45.6M 0.97% 27
2022
Q2 		– Sell
-134,294
Closed -$27.1M – 227
2022
Q1 		$27.1M Buy
134,294
+68,387
+104% +$10.7M 0.43% 79
2021
Q4 		$12.1M Sell
65,907
-259,300
-80% -$54.1M 0.18% 163
2021
Q3 		$48.8M Buy
325,207
+73,015
+29% +$12.5M 0.73% 34
2021
Q2 		$46.3M Buy
252,192
+114,603
+83% +$16.8M 0.69% 38
2021
Q1 		$22.3M Buy
137,589
+70,009
+104% +$12.6M 0.34% 114
2020
Q4 		$11.9M Buy
+67,580
New +$8.57M 0.22% 178

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scout Investments's ENPH Position: Q4 2023 in Review

Scout Investments sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 16,599 shares — an estimated $1.94M sold.

Scout Investments first reported a position in ENPH in Q4 2020 and held it in 11 quarters. The position peaked at $48.8M in Q3 2021. 758 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Scout Investments reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Scout Investments sold 16,599 Enphase Energy shares in Q4 2023, an estimated $1.94M.
  • Scout Investments first reported a position in Enphase Energy in Q4 2020 and held it in 11 quarters.
  • Scout Investments's Enphase Energy position peaked at $48.8M in Q3 2021.
  • 758 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Scout Investments's 13F filing for Q4 2023, filed 13 Feb 2024.