R.H. Bluestein & Co’s Enphase Energy ENPH Stock Holding History

R.H. Bluestein & Co’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 Q3	$579K	Hold	2,085	–	–	0.04%	130
2022 Q2	$407K	Sell	2,085 -1,000	-32%	-$181K	0.03%	188
2022 Q1	$622K	Sell	3,085 -167,933	-98%	-$26.4M	0.03%	159
2021 Q4	$31.3M	Buy	171,018 +6,029	+4%	+$1.26M	1.12%	33
2021 Q3	$24.7M	Buy	164,989 +6,752	+4%	+$1.16M	0.98%	35
2021 Q2	$29.1M	Buy	158,237 +7,737	+5%	+$1.13M	1.13%	34
2021 Q1	$24.4M	Buy	150,500 +115,525	+330%	+$20.7M	1.03%	39
2020 Q4	$6.14M	Buy	34,975 +25,475	+268%	+$3.23M	0.27%	50
2020 Q3	$785K	Buy	+9,500	New	+$636K	0.04%	112

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

R.H. Bluestein & Co's ENPH Position: Q3 2022 in Review

R.H. Bluestein & Co held its Enphase Energy (ENPH) position steady in Q3 2022 at 2,085 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #130.

R.H. Bluestein & Co first reported a position in ENPH in Q3 2020 and has held it in 9 quarters since. The position peaked at $31.3M in Q4 2021. 888 funds tracked by Wall St. Rank hold ENPH as of Q3 2022.

R.H. Bluestein & Co held 2,085 shares of Enphase Energy worth $579K as of Q3 2022.
R.H. Bluestein & Co left its Enphase Energy share count unchanged in Q3 2022.
Enphase Energy made up 0.04% of R.H. Bluestein & Co's portfolio in Q3 2022, its #130 holding.
R.H. Bluestein & Co first reported a position in Enphase Energy in Q3 2020 and has held it in 9 quarters since.
R.H. Bluestein & Co's Enphase Energy position peaked at $31.3M in Q4 2021.
888 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.