Twin Capital Management’s Enphase Energy ENPH Stock Holding History

Twin Capital 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
2023 Q3	–	Sell	-2,023	Closed	-$339K	–	283
2023 Q2	$339K	Sell	2,023 -66	-3%	-$11.8K	0.04%	254
2023 Q1	$439K	Buy	+2,089	New	+$452K	0.06%	247
2021 Q2	–	Sell	-1,740	Closed	-$282K	–	295
2021 Q1	$282K	Buy	+1,740	New	+$312K	0.03%	289

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Twin Capital Management's ENPH Position: Q3 2023 in Review

Twin Capital Management sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 2,023 shares — an estimated $339K sold.

Twin Capital Management first reported a position in ENPH in Q1 2021 and held it in 3 quarters. The position peaked at $439K in Q1 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Twin Capital Management reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Twin Capital Management sold 2,023 Enphase Energy shares in Q3 2023, an estimated $339K.
Twin Capital Management first reported a position in Enphase Energy in Q1 2021 and held it in 3 quarters.
Twin Capital Management's Enphase Energy position peaked at $439K in Q1 2023.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Twin Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.