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O'Neil Global Advisors’s Enphase Energy ENPH Stock Holding History

O'Neil Global 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
2022
Q4 		– Sell
-1,901
Closed -$527K – 44
2022
Q3 		$527K Sell
1,901
-5,975
-76% -$1.61M 2.09% 16
2022
Q2 		$1.54M Sell
7,876
-3,724
-32% -$673K 6.53% 4
2022
Q1 		$2.34M Buy
+11,600
New +$1.82M 1.21% 19

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

O'Neil Global Advisors's ENPH Position: Q4 2022 in Review

O'Neil Global Advisors sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 1,901 shares — an estimated $527K sold.

O'Neil Global Advisors first reported a position in ENPH in Q1 2022 and held it in 3 quarters. The position peaked at $2.34M in Q1 2022. 940 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • O'Neil Global Advisors reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
  • O'Neil Global Advisors sold 1,901 Enphase Energy shares in Q4 2022, an estimated $527K.
  • O'Neil Global Advisors first reported a position in Enphase Energy in Q1 2022 and held it in 3 quarters.
  • O'Neil Global Advisors's Enphase Energy position peaked at $2.34M in Q1 2022.
  • 940 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on O'Neil Global Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.