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Chartwell Investment Partners’s Enphase Energy ENPH Stock Holding History

Chartwell Investment Partners’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
Q4 		– Sell
-4,706
Closed -$706K – 432
2021
Q3 		$706K Hold
4,706
– – 0.02% 397
2021
Q2 		$864K Hold
4,706
– – 0.03% 385
2021
Q1 		$763K Hold
4,706
– – 0.02% 374
2020
Q4 		$826K Hold
4,706
– – 0.03% 370
2020
Q3 		$389K Sell
4,706
-5,840
-55% -$391K 0.01% 401
2020
Q2 		$502K Buy
+10,546
New +$504K 0.02% 378

Other funds holding ENPH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chartwell Investment Partners's ENPH Position: Q4 2021 in Review

Chartwell Investment Partners sold out of Enphase Energy (ENPH) in Q4 2021, closing a stake of 4,706 shares — an estimated $706K sold.

Chartwell Investment Partners first reported a position in ENPH in Q2 2020 and held it in 6 quarters. The position peaked at $864K in Q2 2021. 750 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Chartwell Investment Partners reported no remaining Enphase Energy position as of Q4 2021 after selling out during the quarter.
  • Chartwell Investment Partners sold 4,706 Enphase Energy shares in Q4 2021, an estimated $706K.
  • Chartwell Investment Partners first reported a position in Enphase Energy in Q2 2020 and held it in 6 quarters.
  • Chartwell Investment Partners's Enphase Energy position peaked at $864K in Q2 2021.
  • 750 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Chartwell Investment Partners's 13F filing for Q4 2021, filed 15 Feb 2022.