Sargent Bickham Lagudis’s Enphase Energy ENPH Stock Holding History

Sargent Bickham Lagudis’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	$58.6K	Sell	221 -20	-8%	-$5.82K	﹤0.01%	416
2022 Q3	$67K	Hold	241	–	–	0.01%	366
2022 Q2	$47K	Buy	241 +157	+187%	+$28.4K	﹤0.01%	434
2022 Q1	$17K	Buy	84 +26	+45%	+$4.08K	﹤0.01%	631
2021 Q4	$11K	Buy	58 +16	+38%	+$3.34K	﹤0.01%	694
2021 Q3	$6K	Sell	42 -11	-21%	-$1.89K	﹤0.01%	787
2021 Q2	$10K	Sell	53 -31	-37%	-$4.55K	﹤0.01%	708
2021 Q1	$14K	Buy	84 +17	+25%	+$3.05K	﹤0.01%	636
2020 Q4	$12K	Buy	+67	New	+$8.5K	﹤0.01%	633

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sargent Bickham Lagudis's ENPH Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Enphase Energy (ENPH) stake by 8.3% in Q4 2022, selling an estimated $5.82K and leaving 221 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Sargent Bickham Lagudis first reported a position in ENPH in Q4 2020 and has held it in 9 quarters since. The position peaked at $67K in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

Sargent Bickham Lagudis held 221 shares of Enphase Energy worth $58.6K as of Q4 2022.
Sargent Bickham Lagudis sold 20 Enphase Energy shares in Q4 2022, an estimated $5.82K.
Enphase Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #416 holding.
Sargent Bickham Lagudis first reported a position in Enphase Energy in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's Enphase Energy position peaked at $67K in Q3 2022.
941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.