Wright Investors Service’s Enphase Energy ENPH Stock Holding History

Wright Investors Service’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 Q4	–	Sell	-3,301	Closed	-$397K	–	148
2023 Q3	$397K	Buy	+3,301	New	+$470K	0.12%	128

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

Wright Investors Service's ENPH Position: Q4 2023 in Review

Wright Investors Service sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 3,301 shares — an estimated $397K sold.

Wright Investors Service first reported a position in ENPH in Q3 2023 and held it in 1 quarter. The position peaked at $397K in Q3 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Wright Investors Service reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Wright Investors Service sold 3,301 Enphase Energy shares in Q4 2023, an estimated $397K.
Wright Investors Service first reported a position in Enphase Energy in Q3 2023 and held it in 1 quarter.
Wright Investors Service's Enphase Energy position peaked at $397K in Q3 2023.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Wright Investors Service's 13F filing for Q4 2023, filed 31 Jan 2024.