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Luminus Management’s Enphase Energy ENPH Stock Holding History

Luminus Management’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
Q4 		– Sell
-4,000
Closed -$600K – 74
2021
Q3 		$600K Sell
4,000
-4,300
-52% -$738K 0.13% 46
2021
Q2 		$1.52M Sell
8,300
-27,389
-77% -$4.02M 0.22% 64
2021
Q1 		$5.79M Sell
35,689
-46,014
-56% -$8.26M 1.11% 27
2020
Q4 		$14.3M Sell
81,703
-274,190
-77% -$34.8M 3.34% 10
2020
Q3 		$29.4M Buy
355,893
+289,115
+433% +$19.4M 6.79% 4
2020
Q2 		$3.18M Sell
66,778
-65,420
-49% -$3.13M 0.41% 27
2020
Q1 		$4.27M Sell
132,198
-370,259
-74% -$14M 0.44% 60
2019
Q4 		$13.1M Sell
502,457
-846,249
-63% -$19.3M 0.55% 43
2019
Q3 		$30M Sell
1,348,706
-527,668
-28% -$13.5M 0.87% 40
2019
Q2 		$34.2M Sell
1,876,374
-189,630
-9% -$2.61M 0.82% 37
2019
Q1 		$19.1M Buy
2,066,004
+1,390,856
+206% +$10.6M 0.41% 58
2018
Q4 		$3.19M Buy
+675,148
New +$3.43M 0.06% 117

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Luminus Management's ENPH Position: Q4 2021 in Review

Luminus Management sold out of Enphase Energy (ENPH) in Q4 2021, closing a stake of 4,000 shares — an estimated $600K sold.

Luminus Management first reported a position in ENPH in Q4 2018 and held it in 12 quarters. The position peaked at $34.2M in Q2 2019. 750 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Luminus Management reported no remaining Enphase Energy position as of Q4 2021 after selling out during the quarter.
  • Luminus Management sold 4,000 Enphase Energy shares in Q4 2021, an estimated $600K.
  • Luminus Management first reported a position in Enphase Energy in Q4 2018 and held it in 12 quarters.
  • Luminus Management's Enphase Energy position peaked at $34.2M in Q2 2019.
  • 750 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Luminus Management's 13F filing for Q4 2021, filed 15 Feb 2022.