TAP Consulting’s Enphase Energy ENPH Stock Holding History

TAP Consulting’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 Q4	$202K	Sell	2,939 -287	-9%	-$22.8K	0.04%	151
2024 Q3	$365K	Sell	3,226 -12	-0.4%	-$1.34K	0.07%	127
2024 Q2	$323K	Buy	3,238 +167	+5%	+$19.5K	0.07%	135
2024 Q1	$372K	Buy	3,071 +688	+29%	+$80.3K	0.08%	130
2023 Q4	$315K	Buy	2,383 +485	+26%	+$51.4K	0.08%	115
2023 Q3	$228K	Buy	+1,898	New	+$270K	0.06%	125
2022 Q1	–	Sell	-322	Closed	-$59K	–	265
2021 Q4	$59K	Buy	+322	New	+$67.2K	0.01%	238
2021 Q1	–	Sell	-14,095	Closed	-$2.47M	–	131
2020 Q4	$2.47M	Buy	+14,095	New	+$1.79M	0.89%	38

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return