Unigestion Holding’s Enphase Energy ENPH Stock Holding History

Unigestion Holding’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	-1,974	Closed	-$313K	–	199
2023 Q2	$313K	Sell	1,974 -83	-4%	-$14.8K	0.02%	210
2023 Q1	$422K	Buy	2,057 +242	+13%	+$52.4K	0.02%	211
2022 Q4	$482K	Buy	1,815 +638	+54%	+$186K	0.03%	205
2022 Q3	$327K	Buy	+1,177	New	+$317K	0.02%	180

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Unigestion Holding's ENPH Position: Q3 2023 in Review

Unigestion Holding sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,974 shares — an estimated $313K sold.

Unigestion Holding first reported a position in ENPH in Q3 2022 and held it in 4 quarters. The position peaked at $482K in Q4 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Unigestion Holding reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
Unigestion Holding sold 1,974 Enphase Energy shares in Q3 2023, an estimated $313K.
Unigestion Holding first reported a position in Enphase Energy in Q3 2022 and held it in 4 quarters.
Unigestion Holding's Enphase Energy position peaked at $482K in Q4 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Unigestion Holding's 13F filing for Q3 2023, filed 31 Oct 2023.