Advisory Research’s Enphase Energy ENPH Stock Holding History

Advisory Research’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
2020 Q2	–	Sell	-11,425	Closed	-$369K	–	318
2020 Q1	$369K	Buy	+11,425	New	+$431K	0.03%	220

Other funds holding ENPH

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Advisory Research's ENPH Position: Q2 2020 in Review

Advisory Research sold out of Enphase Energy (ENPH) in Q2 2020, closing a stake of 11,425 shares — an estimated $369K sold.

Advisory Research first reported a position in ENPH in Q1 2020 and held it in 1 quarter. The position peaked at $369K in Q1 2020. 322 funds tracked by Wall St. Rank hold ENPH as of Q2 2020.

Advisory Research reported no remaining Enphase Energy position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 11,425 Enphase Energy shares in Q2 2020, an estimated $369K.
Advisory Research first reported a position in Enphase Energy in Q1 2020 and held it in 1 quarter.
Advisory Research's Enphase Energy position peaked at $369K in Q1 2020.
322 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.