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Ulland Investment Advisors’s Enphase Energy ENPH Stock Holding History

Ulland Investment Advisors’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
-37
Closed -$4K – 227
2024
Q1 		$4K Buy
+37
New +$4.32K ﹤0.01% 200
2022
Q4 		– Sell
-90
Closed -$25K – 215
2022
Q3 		$25K Hold
90
– – 0.03% 118
2022
Q2 		$18K Hold
90
– – 0.02% 148
2022
Q1 		$18K Hold
90
– – 0.01% 159
2021
Q4 		$16K Buy
+90
New +$18.8K 0.01% 155

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ulland Investment Advisors's ENPH Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 37 shares — an estimated $4K sold.

Ulland Investment Advisors first reported a position in ENPH in Q4 2021 and held it in 5 quarters. The position peaked at $25K in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Ulland Investment Advisors reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 37 Enphase Energy shares in Q2 2024, an estimated $4K.
  • Ulland Investment Advisors first reported a position in Enphase Energy in Q4 2021 and held it in 5 quarters.
  • Ulland Investment Advisors's Enphase Energy position peaked at $25K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.