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
2020 Q4	–	Sell	-8,300	Closed	-$685K	–	1622
2020 Q3	$685K	Buy	+8,300	New	+$556K	0.01%	912
2020 Q1	–	Sell	-7,500	Closed	-$196K	–	2199
2019 Q4	$196K	Sell	7,500 -77,200	-91%	-$1.76M	﹤0.01%	2264
2019 Q3	$1.88M	Buy	+84,700	New	+$2.17M	0.01%	1129

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.