JG
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Jefferies Group’s Enphase Energy ENPH Stock Holding History

Jefferies Group’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
Q3 		$6.55M Buy
23,596
+15,803
+203% +$4.26M 0.05% 292
2022
Q2 		$1.52M Sell
7,793
-3,692
-32% -$667K 0.01% 686
2022
Q1 		$2.32M Sell
11,485
-12,500
-52% -$1.96M 0.01% 641
2021
Q4 		$4.39M Sell
23,985
-9,701
-29% -$2.02M 0.03% 500
2021
Q3 		$5.05M Buy
33,686
+5,322
+19% +$913K 0.04% 429
2021
Q2 		$5.21M Buy
28,364
+5,122
+22% +$751K 0.03% 450
2021
Q1 		$3.77M Buy
23,242
+9,227
+66% +$1.66M 0.03% 469
2020
Q4 		$2.46M Sell
14,015
-6,283
-31% -$797K 0.02% 644
2020
Q3 		$1.68M Sell
20,298
-77,990
-79% -$5.22M 0.02% 635
2020
Q2 		$4.68K Buy
98,288
+51,728
+111% +$2.47M 0.06% 290
2020
Q1 		$1.5M Sell
46,560
-14,249
-23% -$537K 0.02% 809
2019
Q4 		$1.59M Sell
60,809
-57,153
-48% -$1.3M 0.01% 1176
2019
Q3 		$2.62M Buy
+117,962
New +$3.02M 0.02% 912
2018
Q2 		– Sell
-23,800
Closed -$109K – 2407
2018
Q1 		$109K Buy
+23,800
New +$72.3K ﹤0.01% 2050

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group's ENPH Position: Q3 2022 in Review

Jefferies Group increased its Enphase Energy (ENPH) stake by 203% in Q3 2022, buying an estimated $4.26M and bringing the position to 23,596 shares worth $6.55M. The position accounts for 0.05% of the portfolio, ranked #292.

Jefferies Group first reported a position in ENPH in Q1 2018 and has held it in 14 quarters since. 887 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

  • Jefferies Group held 23,596 shares of Enphase Energy worth $6.55M as of Q3 2022.
  • Jefferies Group bought 15,803 Enphase Energy shares in Q3 2022, an estimated $4.26M.
  • Enphase Energy made up 0.05% of Jefferies Group's portfolio in Q3 2022, its #292 holding.
  • Jefferies Group first reported a position in Enphase Energy in Q1 2018 and has held it in 14 quarters since.
  • 887 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.