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Sloy Dahl & Holst’s Enphase Energy ENPH Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-35,398
Closed -$4.68M – 89
2023
Q4 		$4.68M Buy
35,398
+527
+2% +$55.9K 0.96% 11
2023
Q3 		$4.19M Sell
34,871
-103,226
-75% -$14.7M 0.91% 7
2023
Q2 		$23.1M Buy
138,097
+21,294
+18% +$3.8M 4.23% 4
2023
Q1 		$24.6M Buy
116,803
+7,878
+7% +$1.71M 5.55% 3
2022
Q4 		$28.9M Sell
108,925
-32,955
-23% -$9.59M 10.08% 3
2022
Q3 		$39.4M Sell
141,880
-2,055
-1% -$554K 8.31% 3
2022
Q2 		$28.1M Sell
143,935
-1,580
-1% -$286K 6.7% 3
2022
Q1 		$29.4M Buy
145,515
+11,517
+9% +$1.81M 4.87% 3
2021
Q4 		$20.1M Hold
133,998
– – 4.27% 3
2021
Q3 		$20.1M Buy
133,998
+25,644
+24% +$4.4M 4.27% 3
2021
Q2 		$19.9M Buy
108,354
+2,820
+3% +$414K 2.68% 5
2021
Q1 		$17.1M Buy
105,534
+59,142
+127% +$10.6M 2.45% 6
2020
Q4 		$9.69M Buy
46,392
+11,473
+33% +$1.46M 4.64% 3
2020
Q3 		$3.54M Buy
+34,919
New +$2.34M 1.35% 8
2020
Q2 		– Sell
-33,279
Closed -$1.07M – 41
2020
Q1 		$1.07M Buy
+33,279
New +$1.25M 0.82% 15

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sloy Dahl & Holst's ENPH Position: Q1 2024 in Review

Sloy Dahl & Holst sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 35,398 shares — an estimated $4.68M sold.

Sloy Dahl & Holst first reported a position in ENPH in Q1 2020 and held it in 15 quarters. The position peaked at $39.4M in Q3 2022. 723 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Sloy Dahl & Holst reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Sloy Dahl & Holst sold 35,398 Enphase Energy shares in Q1 2024, an estimated $4.68M.
  • Sloy Dahl & Holst first reported a position in Enphase Energy in Q1 2020 and held it in 15 quarters.
  • Sloy Dahl & Holst's Enphase Energy position peaked at $39.4M in Q3 2022.
  • 723 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Sloy Dahl & Holst's 13F filing for Q1 2024, filed 19 Apr 2024.