Stamina Capital Management’s Enphase Energy ENPH Stock Holding History

Stamina 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
2022 Q4	–	Sell	-4,330	Closed	-$1.2M	–	10
2022 Q3	$1.2M	Buy	+4,330	New	+$1.17M	0.64%	37
2022 Q2	–	Sell	-25,770	Closed	-$5.2M	–	34
2022 Q1	$5.2M	Buy	25,770 +24,050	+1,398%	+$3.78M	1.19%	23
2021 Q4	$315K	Buy	+1,720	New	+$359K	0.08%	37
2021 Q3	–	Sell	-5,409	Closed	-$993K	–	25
2021 Q2	$993K	Sell	5,409 -80,000	-94%	-$11.7M	0.14%	29
2021 Q1	$13.8M	Buy	85,409 +6,000	+8%	+$1.08M	3.7%	14
2020 Q4	$13.9M	Sell	79,409 -60,900	-43%	-$7.72M	3.46%	11
2020 Q3	$11.6M	Sell	140,309 -30,300	-18%	-$2.03M	3.29%	16
2020 Q2	$8.12M	Buy	170,609 +22,401	+15%	+$1.07M	1.7%	19
2020 Q1	$4.79M	Sell	148,208 -228,921	-61%	-$8.63M	0.93%	17
2019 Q4	$9.85M	Buy	+377,129	New	+$8.58M	6.16%	9

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Stamina Capital Management's ENPH Position: Q4 2022 in Review

Stamina Capital Management sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 4,330 shares — an estimated $1.2M sold.

Stamina Capital Management first reported a position in ENPH in Q4 2019 and held it in 10 quarters. The position peaked at $13.9M in Q4 2020. 940 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

Stamina Capital Management reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
Stamina Capital Management sold 4,330 Enphase Energy shares in Q4 2022, an estimated $1.2M.
Stamina Capital Management first reported a position in Enphase Energy in Q4 2019 and held it in 10 quarters.
Stamina Capital Management's Enphase Energy position peaked at $13.9M in Q4 2020.
940 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Stamina Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.