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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James Investment Research's ENPH Position: Q3 2023 in Review

James Investment Research sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,228 shares — an estimated $206K sold.

James Investment Research first reported a position in ENPH in Q1 2021 and held it in 10 quarters. The position peaked at $1.02M in Q4 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • James Investment Research reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • James Investment Research sold 1,228 Enphase Energy shares in Q3 2023, an estimated $206K.
  • James Investment Research first reported a position in Enphase Energy in Q1 2021 and held it in 10 quarters.
  • James Investment Research's Enphase Energy position peaked at $1.02M in Q4 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on James Investment Research's 13F filing for Q3 2023, filed 31 Oct 2023.