SevenOneSeven Capital Management’s Enphase Energy ENPH Stock Holding History

SevenOneSeven Capital Management’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	-1,676	Closed	-$227K	–	56
2023 Q2	$227K	Buy	1,676 +20	+1%	+$3.57K	0.51%	46
2023 Q1	$266K	Buy	1,656 +562	+51%	+$122K	0.6%	31
2022 Q4	$290K	Buy	1,094 +4	+0.4%	+$1.16K	0.62%	41
2022 Q3	$302K	Sell	1,090 -1,166	-52%	-$314K	0.71%	33
2022 Q2	$440K	Buy	2,256 +9	+0.4%	+$1.63K	1.02%	21
2022 Q1	$453K	Buy	2,247 +11	+0.5%	+$1.73K	0.94%	28
2021 Q4	$409K	Buy	2,236 +218	+11%	+$45.5K	0.81%	33
2021 Q3	$303K	Buy	2,018 +35	+2%	+$6.01K	0.77%	39
2021 Q2	$364K	Buy	1,983 +726	+58%	+$106K	0.95%	25
2021 Q1	$204K	Buy	+1,257	New	+$226K	0.75%	45

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 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 Boston, Massachusetts $1.9T AUM 41.92% 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

SevenOneSeven Capital Management's ENPH Position: Q3 2023 in Review

SevenOneSeven Capital Management sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,676 shares — an estimated $227K sold.

SevenOneSeven Capital Management first reported a position in ENPH in Q1 2021 and held it in 10 quarters. The position peaked at $453K in Q1 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

SevenOneSeven Capital Management reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
SevenOneSeven Capital Management sold 1,676 Enphase Energy shares in Q3 2023, an estimated $227K.
SevenOneSeven Capital Management first reported a position in Enphase Energy in Q1 2021 and held it in 10 quarters.
SevenOneSeven Capital Management's Enphase Energy position peaked at $453K in Q1 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.