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Rikoon Group’s Enphase Energy ENPH Stock Holding History

Rikoon Group’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
Q1 		$217K Buy
1,340
+10
+0.8% +$1.79K 0.06% 221
2020
Q4 		$233K Buy
+1,330
New +$169K 0.07% 204

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rikoon Group's ENPH Position: Q1 2021 in Review

Rikoon Group increased its Enphase Energy (ENPH) stake by 0.75% in Q1 2021, buying an estimated $1.79K and bringing the position to 1,340 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #221.

Rikoon Group first reported a position in ENPH in Q4 2020 and has held it in 2 quarters since. The position peaked at $233K in Q4 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • Rikoon Group held 1,340 shares of Enphase Energy worth $217K as of Q1 2021.
  • Rikoon Group bought 10 Enphase Energy shares in Q1 2021, an estimated $1.79K.
  • Enphase Energy made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #221 holding.
  • Rikoon Group first reported a position in Enphase Energy in Q4 2020 and has held it in 2 quarters since.
  • Rikoon Group's Enphase Energy position peaked at $233K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.