JIR
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James Investment Research’s Enphase Energy ENPH Stock Holding History

James Investment Research’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
2023
Q3 		– Sell
-1,228
Closed -$206K – 294
2023
Q2 		$206K Buy
1,228
+49
+4% +$8.76K 0.03% 263
2023
Q1 		$248K Sell
1,179
-2,662
-69% -$577K 0.03% 247
2022
Q4 		$1.02M Buy
3,841
+2,881
+300% +$838K 0.14% 124
2022
Q3 		$266K Sell
960
-569
-37% -$153K 0.04% 224
2022
Q2 		$299K Buy
1,529
+515
+51% +$93.1K 0.04% 217
2022
Q1 		$205K Sell
1,014
-359
-26% -$56.4K 0.02% 275
2021
Q4 		$251K Sell
1,373
-225
-14% -$46.9K 0.02% 264
2021
Q3 		$240K Sell
1,598
-128
-7% -$22K 0.02% 254
2021
Q2 		$317K Buy
1,726
+315
+22% +$46.2K 0.03% 244
2021
Q1 		$229K Buy
+1,411
New +$253K 0.02% 271

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return