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Meitav Investment House’s Enphase Energy ENPH Stock Holding History

Meitav Investment House’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
-311
Closed -$49.4K – 385
2023
Q2 		$49.4K Buy
+311
New +$55.6K ﹤0.01% 436
2021
Q3 		– Sell
-6,785
Closed -$1.25M – 418
2021
Q2 		$1.25M Buy
+6,785
New +$995K 0.03% 220
2021
Q1 		– Sell
-15,575
Closed -$2.71M – 408
2020
Q4 		$2.71M Buy
+15,575
New +$1.98M 0.11% 117

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meitav Investment House's ENPH Position: Q3 2023 in Review

Meitav Investment House sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 311 shares — an estimated $49.4K sold.

Meitav Investment House first reported a position in ENPH in Q4 2020 and held it in 3 quarters. The position peaked at $2.71M in Q4 2020. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Meitav Investment House reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 311 Enphase Energy shares in Q3 2023, an estimated $49.4K.
  • Meitav Investment House first reported a position in Enphase Energy in Q4 2020 and held it in 3 quarters.
  • Meitav Investment House's Enphase Energy position peaked at $2.71M in Q4 2020.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.