Bogle Investment Management’s Enphase Energy ENPH Stock Holding History

Bogle Investment Management’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	–	Sell	-4,100	Closed	-$339K	–	183
2020 Q3	$339K	Buy	+4,100	New	+$275K	0.1%	195
2020 Q2	–	Sell	-6,700	Closed	-$216K	–	343
2020 Q1	$216K	Buy	+6,700	New	+$253K	0.02%	251
2015 Q2	–	Sell	-191,526	Closed	-$2.53M	–	376
2015 Q1	$2.53M	Sell	191,526 -391,612	-67%	-$5.07M	0.17%	148
2014 Q4	$8.33M	Buy	583,138 +112,252	+24%	+$1.4M	0.55%	66
2014 Q3	$7.06M	Buy	+470,886	New	+$5.97M	0.46%	92

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 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 $344B AUM 42.99% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Bogle Investment Management's ENPH Position: Q4 2020 in Review

Bogle Investment Management sold out of Enphase Energy (ENPH) in Q4 2020, closing a stake of 4,100 shares — an estimated $339K sold.

Bogle Investment Management first reported a position in ENPH in Q3 2014 and held it in 5 quarters. The position peaked at $8.33M in Q4 2014. 570 funds tracked by Wall St. Rank hold ENPH as of Q4 2020.

Bogle Investment Management reported no remaining Enphase Energy position as of Q4 2020 after selling out during the quarter.
Bogle Investment Management sold 4,100 Enphase Energy shares in Q4 2020, an estimated $339K.
Bogle Investment Management first reported a position in Enphase Energy in Q3 2014 and held it in 5 quarters.
Bogle Investment Management's Enphase Energy position peaked at $8.33M in Q4 2014.
570 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.