Telemark Asset Management’s Enphase Energy ENPH Stock Holding History

Telemark 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
2024 Q2	–	Sell	-40,000	Closed	-$4.84M	–	63
2024 Q1	$4.84M	Hold	40,000	–	–	0.5%	53
2023 Q4	$5.29M	Buy	+40,000	New	+$4.24M	0.79%	40
2023 Q2	–	Sell	-20,000	Closed	-$4.21M	–	51
2023 Q1	$4.21M	Sell	20,000 -70,000	-78%	-$15.2M	0.62%	39
2022 Q4	$23.8M	Sell	90,000 -20,000	-18%	-$5.82M	3.62%	9
2022 Q3	$30.5M	Buy	110,000 +30,000	+38%	+$8.09M	4.79%	6
2022 Q2	$15.6M	Sell	80,000 -70,000	-47%	-$12.7M	2.64%	16
2022 Q1	$30.3M	Buy	+150,000	New	+$23.6M	2.67%	10

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Telemark Asset Management's ENPH Position: Q2 2024 in Review

Telemark Asset Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 40,000 shares — an estimated $4.84M sold.

Telemark Asset Management first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $30.5M in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

Telemark Asset Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
Telemark Asset Management sold 40,000 Enphase Energy shares in Q2 2024, an estimated $4.84M.
Telemark Asset Management first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
Telemark Asset Management's Enphase Energy position peaked at $30.5M in Q3 2022.
716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Telemark Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.