Sustainable Insight Capital Management’s Enphase Energy ENPH Stock Holding History

Sustainable Insight 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 Q1	–	Sell	-1,433	Closed	-$380K	–	104
2022 Q4	$380K	Sell	1,433 -105	-7%	-$30.5K	0.43%	54
2022 Q3	$427K	Buy	+1,538	New	+$415K	0.5%	52
2021 Q2	–	Sell	-5,065	Closed	-$821K	–	130
2021 Q1	$821K	Buy	+5,065	New	+$909K	0.55%	40

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sustainable Insight Capital Management's ENPH Position: Q1 2023 in Review

Sustainable Insight Capital Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,433 shares — an estimated $380K sold.

Sustainable Insight Capital Management first reported a position in ENPH in Q1 2021 and held it in 3 quarters. The position peaked at $821K in Q1 2021. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Sustainable Insight Capital Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 1,433 Enphase Energy shares in Q1 2023, an estimated $380K.
Sustainable Insight Capital Management first reported a position in Enphase Energy in Q1 2021 and held it in 3 quarters.
Sustainable Insight Capital Management's Enphase Energy position peaked at $821K in Q1 2021.
914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2023, filed 9 May 2023.