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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

IBM Retirement Fund's ENPH Position: Q2 2022 in Review

IBM Retirement Fund sold out of Enphase Energy (ENPH) in Q2 2022, closing a stake of 2,099 shares — an estimated $424K sold.

IBM Retirement Fund first reported a position in ENPH in Q3 2020 and held it in 7 quarters. The position peaked at $686K in Q4 2020. 811 funds tracked by Wall St. Rank hold ENPH as of Q2 2022.

  • IBM Retirement Fund reported no remaining Enphase Energy position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 2,099 Enphase Energy shares in Q2 2022, an estimated $424K.
  • IBM Retirement Fund first reported a position in Enphase Energy in Q3 2020 and held it in 7 quarters.
  • IBM Retirement Fund's Enphase Energy position peaked at $686K in Q4 2020.
  • 811 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.