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Cavalier Investments’s Enphase Energy ENPH Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-9,193
Closed -$1.61M – 110
2020
Q4 		$1.61M Buy
9,193
+2,298
+33% +$291K 0.74% 47
2020
Q3 		$569K Sell
6,895
-6,469
-48% -$433K 0.39% 63
2020
Q2 		$636K Sell
13,364
-3,836
-22% -$183K 0.37% 60
2020
Q1 		$555K Hold
17,200
– – 0.33% 62
2019
Q4 		$449K Buy
+17,200
New +$391K 0.19% 83

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cavalier Investments's ENPH Position: Q1 2021 in Review

Cavalier Investments sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 9,193 shares — an estimated $1.61M sold.

Cavalier Investments first reported a position in ENPH in Q4 2019 and held it in 5 quarters. The position peaked at $1.61M in Q4 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • Cavalier Investments reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
  • Cavalier Investments sold 9,193 Enphase Energy shares in Q1 2021, an estimated $1.61M.
  • Cavalier Investments first reported a position in Enphase Energy in Q4 2019 and held it in 5 quarters.
  • Cavalier Investments's Enphase Energy position peaked at $1.61M in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Cavalier Investments's 13F filing for Q1 2021, filed 13 May 2021.