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Delta Investment Management’s Enphase Energy ENPH Stock Holding History

Delta 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
2021
Q2 		– Sell
-25,417
Closed -$4.12M – 174
2021
Q1 		$4.12M Sell
25,417
-167
-0.7% -$30K 1.31% 23
2020
Q4 		$4.49M Buy
+25,584
New +$3.24M 1.44% 17

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Delta Investment Management's ENPH Position: Q2 2021 in Review

Delta Investment Management sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 25,417 shares — an estimated $4.12M sold.

Delta Investment Management first reported a position in ENPH in Q4 2020 and held it in 2 quarters. The position peaked at $4.49M in Q4 2020. 628 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

  • Delta Investment Management reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
  • Delta Investment Management sold 25,417 Enphase Energy shares in Q2 2021, an estimated $4.12M.
  • Delta Investment Management first reported a position in Enphase Energy in Q4 2020 and held it in 2 quarters.
  • Delta Investment Management's Enphase Energy position peaked at $4.49M in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on Delta Investment Management's 13F filing for Q2 2021, filed 6 Aug 2021.