Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Enphase Energy ENPH Stock Holding History

Jacobs Levy Equity 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
2024
Q1 		– Sell
-9,128
Closed -$1.21M – 968
2023
Q4 		$1.21M Sell
9,128
-42,479
-82% -$4.51M 0.01% 685
2023
Q3 		$6.2M Buy
51,607
+26,045
+102% +$3.71M 0.04% 336
2023
Q2 		$4.28M Buy
25,562
+11,739
+85% +$2.1M 0.02% 430
2023
Q1 		$2.91M Buy
13,823
+1,150
+9% +$249K 0.02% 501
2022
Q4 		$3.36M Buy
12,673
+8,287
+189% +$2.41M 0.02% 465
2022
Q3 		$1.22M Buy
+4,386
New +$1.18M 0.01% 670
2020
Q2 		– Sell
-28,675
Closed -$926K – 1064
2020
Q1 		$926K Hold
28,675
– – 0.01% 642
2019
Q4 		$749K Hold
28,675
– – 0.01% 730
2019
Q3 		$637K Sell
28,675
-46,200
-62% -$1.18M 0.01% 686
2019
Q2 		$1.36M Hold
74,875
– – 0.02% 589
2019
Q1 		$691K Hold
74,875
– – 0.01% 734
2018
Q4 		$354K Sell
74,875
-24,600
-25% -$125K 0.01% 788
2018
Q3 		$482K Sell
99,475
-2,100
-2% -$11.5K 0.01% 784
2018
Q2 		$684K Hold
101,575
– – 0.01% 742
2018
Q1 		$464K Buy
101,575
+10,000
+11% +$30.4K 0.01% 789
2017
Q4 		$221K Buy
91,575
+69,981
+324% +$147K ﹤0.01% 888
2017
Q3 		$33K Hold
21,594
– – ﹤0.01% 935
2017
Q2 		$19K Sell
21,594
-21,600
-50% -$21.4K ﹤0.01% 914
2017
Q1 		$59K Sell
43,194
-43,700
-50% -$63.6K ﹤0.01% 887
2016
Q4 		$88K Buy
86,894
+33,500
+63% +$38.4K ﹤0.01% 914
2016
Q3 		$63K Hold
53,394
– – ﹤0.01% 985
2016
Q2 		$106K Hold
53,394
– – ﹤0.01% 1086
2016
Q1 		$124K Buy
+53,394
New +$131K ﹤0.01% 1017
2015
Q1 		– Sell
-13,140
Closed -$188K – 812
2014
Q4 		$188K Sell
13,140
-43,100
-77% -$537K ﹤0.01% 745
2014
Q3 		$843K Buy
+56,240
New +$713K 0.01% 522

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jacobs Levy Equity Management's ENPH Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 9,128 shares — an estimated $1.21M sold.

Jacobs Levy Equity Management first reported a position in ENPH in Q3 2014 and held it in 25 quarters. The position peaked at $6.2M in Q3 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Jacobs Levy Equity Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 9,128 Enphase Energy shares in Q1 2024, an estimated $1.21M.
  • Jacobs Levy Equity Management first reported a position in Enphase Energy in Q3 2014 and held it in 25 quarters.
  • Jacobs Levy Equity Management's Enphase Energy position peaked at $6.2M in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.