IRF
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IBM Retirement Fund’s Enphase Energy ENPH Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-2,099
Closed -$424K – 161
2022
Q1 		$424K Sell
2,099
-97
-4% -$15.2K 0.06% 298
2021
Q4 		$402K Sell
2,196
-1,534
-41% -$320K 0.05% 343
2021
Q3 		$559K Hold
3,730
– – 0.04% 389
2021
Q2 		$685K Buy
3,730
+120
+3% +$17.6K 0.05% 323
2021
Q1 		$585K Sell
3,610
-302
-8% -$54.2K 0.04% 393
2020
Q4 		$686K Buy
3,912
+480
+14% +$60.9K 0.05% 344
2020
Q3 		$283K Buy
+3,432
New +$230K 0.02% 538

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return