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LS Investment Advisors’s Enphase Energy ENPH Stock Holding History

LS Investment Advisors’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
2021
Q2 		– Sell
-2,913
Closed -$472K – 333
2021
Q1 		$472K Sell
2,913
-5,202
-64% -$934K 0.03% 401
2020
Q4 		$1.42M Buy
8,115
+1,618
+25% +$205K 0.08% 225
2020
Q3 		$537K Buy
6,497
+2,244
+53% +$150K 0.03% 367
2020
Q2 		$202K Buy
+4,253
New +$203K 0.01% 728

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LS Investment Advisors's ENPH Position: Q2 2021 in Review

LS Investment Advisors sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 2,913 shares — an estimated $472K sold.

LS Investment Advisors first reported a position in ENPH in Q2 2020 and held it in 4 quarters. The position peaked at $1.42M in Q4 2020. 629 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

  • LS Investment Advisors reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 2,913 Enphase Energy shares in Q2 2021, an estimated $472K.
  • LS Investment Advisors first reported a position in Enphase Energy in Q2 2020 and held it in 4 quarters.
  • LS Investment Advisors's Enphase Energy position peaked at $1.42M in Q4 2020.
  • 629 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.