Smith Anglin Financial’s Enphase Energy ENPH Stock Holding History

Smith Anglin 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 Q2	–	Sell	-1,141	Closed	-$240K	–	172
2023 Q1	$240K	Buy	1,141 +372	+48%	+$80.6K	0.04%	142
2022 Q4	$204K	Buy	769 +35	+5%	+$10.2K	0.04%	146
2022 Q3	$204K	Buy	+734	New	+$198K	0.04%	134
2021 Q3	–	Sell	-1,342	Closed	-$246K	–	139
2021 Q2	$246K	Hold	1,342	–	–	0.05%	124
2021 Q1	$218K	Hold	1,342	–	–	0.05%	128
2020 Q4	$235K	Buy	+1,342	New	+$170K	0.04%	116

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 $3.38T AUM 44.17% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Smith Anglin Financial's ENPH Position: Q2 2023 in Review

Smith Anglin Financial sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,141 shares — an estimated $240K sold.

Smith Anglin Financial first reported a position in ENPH in Q4 2020 and held it in 6 quarters. The position peaked at $246K in Q2 2021. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

Smith Anglin Financial reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
Smith Anglin Financial sold 1,141 Enphase Energy shares in Q2 2023, an estimated $240K.
Smith Anglin Financial first reported a position in Enphase Energy in Q4 2020 and held it in 6 quarters.
Smith Anglin Financial's Enphase Energy position peaked at $246K in Q2 2021.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Smith Anglin Financial's 13F filing for Q2 2023, filed 10 Jul 2023.