Thompson Siegel & Walmsley’s Enphase Energy ENPH Stock Holding History

Thompson Siegel & Walmsley’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	-100	Closed	-$26K	–	555
2022 Q4	$26K	Hold	100	–	–	﹤0.01%	444
2022 Q3	$28K	Buy	+100	New	+$27K	﹤0.01%	441
2021 Q2	–	Sell	-100	Closed	-$16K	–	755
2021 Q1	$16K	Buy	+100	New	+$18K	﹤0.01%	600
2020 Q2	–	Sell	-3,800	Closed	-$123K	–	669
2020 Q1	$123K	Hold	3,800	–	–	﹤0.01%	347
2019 Q4	$99K	Buy	3,800 +800	+27%	+$18.2K	﹤0.01%	426
2019 Q3	$67K	Hold	3,000	–	–	﹤0.01%	476
2019 Q2	$55K	Buy	+3,000	New	+$41.3K	﹤0.01%	496

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Thompson Siegel & Walmsley's ENPH Position: Q1 2023 in Review

Thompson Siegel & Walmsley sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 100 shares — an estimated $26K sold.

Thompson Siegel & Walmsley first reported a position in ENPH in Q2 2019 and held it in 7 quarters. The position peaked at $123K in Q1 2020. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Thompson Siegel & Walmsley reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Thompson Siegel & Walmsley sold 100 Enphase Energy shares in Q1 2023, an estimated $26K.
Thompson Siegel & Walmsley first reported a position in Enphase Energy in Q2 2019 and held it in 7 quarters.
Thompson Siegel & Walmsley's Enphase Energy position peaked at $123K in Q1 2020.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2023, filed 11 May 2023.