Spouting Rock Asset Management’s Enphase Energy ENPH Stock Holding History

Spouting Rock Asset 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 Q4	$692K	Buy	5,239 +1,263	+32%	+$134K	0.25%	73
2023 Q3	$478K	Buy	+3,976	New	+$566K	0.15%	92
2023 Q1	–	Sell	-3,158	Closed	-$837K	–	183
2022 Q4	$837K	Buy	3,158 +2,352	+292%	+$684K	0.62%	56
2022 Q3	$224K	Buy	+806	New	+$217K	0.17%	120
2021 Q3	–	Sell	-2,531	Closed	-$465K	–	135
2021 Q2	$465K	Buy	+2,531	New	+$371K	0.14%	149

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spouting Rock Asset Management's ENPH Position: Q4 2023 in Review

Spouting Rock Asset Management increased its Enphase Energy (ENPH) stake by 32% in Q4 2023, buying an estimated $134K and bringing the position to 5,239 shares worth $692K. The position accounts for 0.25% of the portfolio, ranked #73.

Spouting Rock Asset Management first reported a position in ENPH in Q2 2021 and has held it in 5 quarters since. The position peaked at $837K in Q4 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Spouting Rock Asset Management held 5,239 shares of Enphase Energy worth $692K as of Q4 2023.
Spouting Rock Asset Management bought 1,263 Enphase Energy shares in Q4 2023, an estimated $134K.
Enphase Energy made up 0.25% of Spouting Rock Asset Management's portfolio in Q4 2023, its #73 holding.
Spouting Rock Asset Management first reported a position in Enphase Energy in Q2 2021 and has held it in 5 quarters since.
Spouting Rock Asset Management's Enphase Energy position peaked at $837K in Q4 2022.
759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Spouting Rock Asset Management's 13F filing for Q4 2023, filed 16 Feb 2024.