Telemus Capital’s Enphase Energy ENPH Stock Holding History

Telemus Capital’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	$262K	Buy	+1,980	New	+$210K	0.02%	296
2023 Q3	–	Sell	-1,700	Closed	-$285K	–	313
2023 Q2	$285K	Buy	1,700 +73	+4%	+$13K	0.02%	269
2023 Q1	$342K	Buy	1,627 +287	+21%	+$62.2K	0.03%	255
2022 Q4	$313K	Buy	1,340 +444	+50%	+$129K	0.03%	271
2022 Q3	$249K	Sell	896 -296	-25%	-$79.8K	0.03%	276
2022 Q2	$233K	Buy	1,192 +36	+3%	+$6.51K	0.02%	311
2022 Q1	$233K	Buy	+1,156	New	+$182K	0.02%	311

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

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Telemus Capital's ENPH Position: Q4 2023 in Review

Telemus Capital opened a new position in Enphase Energy (ENPH) in Q4 2023: 1,980 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Telemus Capital previously reported a position in ENPH as recently as Q2 2023.

Telemus Capital first reported a position in ENPH in Q1 2022 and has held it in 7 quarters since. The position peaked at $342K in Q1 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Telemus Capital held 1,980 shares of Enphase Energy worth $262K as of Q4 2023.
Enphase Energy was a new Telemus Capital position in Q4 2023.
Enphase Energy made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #296 holding.
Telemus Capital first reported a position in Enphase Energy in Q1 2022 and has held it in 7 quarters since.
Telemus Capital's Enphase Energy position peaked at $342K in Q1 2023.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.