JCM
ENPH icon

Jacobi Capital Management’s Enphase Energy ENPH Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-20
Closed -$3K – 663
2021
Q3 		$3K Sell
20
-114
-85% -$19.6K ﹤0.01% 1262
2021
Q2 		$25K Buy
134
+38
+40% +$5.57K ﹤0.01% 778
2021
Q1 		$16K Buy
96
+47
+96% +$8.44K ﹤0.01% 827
2020
Q4 		$9K Hold
49
– – ﹤0.01% 892
2020
Q3 		$4K Buy
49
+33
+206% +$2.21K ﹤0.01% 976
2020
Q2 		$1K Buy
+16
New +$765 ﹤0.01% 1122

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jacobi Capital Management's ENPH Position: Q4 2021 in Review

Jacobi Capital Management sold out of Enphase Energy (ENPH) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in ENPH in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 750 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Jacobi Capital Management reported no remaining Enphase Energy position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 20 Enphase Energy shares in Q4 2021, an estimated $3K.
  • Jacobi Capital Management first reported a position in Enphase Energy in Q2 2020 and held it in 6 quarters.
  • Jacobi Capital Management's Enphase Energy position peaked at $25K in Q2 2021.
  • 750 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.