Cavalry Management Group’s Enphase Energy ENPH Stock Holding History

Cavalry Management 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
2021 Q1	–	Sell	-166,980	Closed	-$29.3M	–	45
2020 Q4	$29.3M	Buy	166,980 +163,655	+4,922%	+$20.8M	2.3%	17
2020 Q3	$275K	Sell	3,325 -880	-21%	-$58.9K	0.03%	28
2020 Q2	$200K	Buy	+4,205	New	+$201K	0.03%	32
2020 Q1	–	Sell	-9,402	Closed	-$246K	–	35
2019 Q4	$246K	Sell	9,402 -10,788	-53%	-$246K	0.04%	25
2019 Q3	$449K	Buy	+20,190	New	+$517K	0.11%	24
2019 Q2	–	Sell	-15,590	Closed	-$144K	–	25
2019 Q1	$144K	Sell	15,590 -16,100	-51%	-$122K	0.04%	18
2018 Q4	$150K	Buy	+31,690	New	+$161K	0.03%	19
2018 Q1	–	Sell	-15,883	Closed	-$38K	–	25
2017 Q4	$38K	Sell	15,883 -37,870	-70%	-$79.3K	0.01%	21
2017 Q3	$82K	Buy	+53,753	New	+$55K	0.02%	20
2017 Q2	–	Sell	-50,320	Closed	-$69K	–	27
2017 Q1	$69K	Buy	+50,320	New	+$73.2K	0.03%	25
2016 Q4	–	Sell	-33,270	Closed	-$39K	–	23
2016 Q3	$39K	Buy	+33,270	New	+$58.6K	0.03%	23

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cavalry Management Group's ENPH Position: Q1 2021 in Review

Cavalry Management Group sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 166,980 shares — an estimated $29.3M sold.

Cavalry Management Group first reported a position in ENPH in Q3 2016 and held it in 11 quarters. The position peaked at $29.3M in Q4 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

Cavalry Management Group reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
Cavalry Management Group sold 166,980 Enphase Energy shares in Q1 2021, an estimated $29.3M.
Cavalry Management Group first reported a position in Enphase Energy in Q3 2016 and held it in 11 quarters.
Cavalry Management Group's Enphase Energy position peaked at $29.3M in Q4 2020.
632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Cavalry Management Group's 13F filing for Q1 2021, filed 17 May 2021.