Aperio Group’s Enphase Energy ENPH Stock Holding History

Aperio Group’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 Q4	$5.01M	Buy	28,569 +5,082	+22%	+$645K	0.01%	830
2020 Q3	$1.94M	Sell	23,487 -2,240	-9%	-$150K	0.01%	1133
2020 Q2	$1.22M	Buy	+25,727	New	+$1.23M	﹤0.01%	1324
2019 Q3	–	Sell	-1,424	Closed	-$26K	–	2448
2019 Q2	$26K	Buy	+1,424	New	+$19.6K	﹤0.01%	2648

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GGHC

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

SCH

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Aperio Group's ENPH Position: Q4 2020 in Review

Aperio Group increased its Enphase Energy (ENPH) stake by 22% in Q4 2020, buying an estimated $645K and bringing the position to 28,569 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #830.

Aperio Group first reported a position in ENPH in Q2 2019 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold ENPH as of Q4 2020.

Aperio Group held 28,569 shares of Enphase Energy worth $5.01M as of Q4 2020.
Aperio Group bought 5,082 Enphase Energy shares in Q4 2020, an estimated $645K.
Enphase Energy made up 0.01% of Aperio Group's portfolio in Q4 2020, its #830 holding.
Aperio Group first reported a position in Enphase Energy in Q2 2019 and has held it in 4 quarters since.
569 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.