Bartlett & Co’s Enphase Energy ENPH Stock Holding History

Bartlett & Co’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
2021 Q3	–	Sell	-3	Closed	-$1K	–	968
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	912
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1083
2020 Q4	$1K	Buy	+3	New	+$380	﹤0.01%	997

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co's ENPH Position: Q3 2021 in Review

Bartlett & Co sold out of Enphase Energy (ENPH) in Q3 2021, closing a stake of 3 shares — an estimated $1K sold.

Bartlett & Co first reported a position in ENPH in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 637 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

Bartlett & Co reported no remaining Enphase Energy position as of Q3 2021 after selling out during the quarter.
Bartlett & Co sold 3 Enphase Energy shares in Q3 2021, an estimated $1K.
Bartlett & Co first reported a position in Enphase Energy in Q4 2020 and held it in 3 quarters.
Bartlett & Co's Enphase Energy position peaked at $1K in Q2 2021.
637 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.