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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return