Sun Life Financial’s Enphase Energy ENPH Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-77	Closed	-$12K	–	211
2021 Q1	$12K	Buy	+77	New	+$13.8K	﹤0.01%	353

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Sun Life Financial's ENPH Position: Q2 2021 in Review

Sun Life Financial sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 77 shares — an estimated $12K sold.

Sun Life Financial first reported a position in ENPH in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 628 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

Sun Life Financial reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
Sun Life Financial sold 77 Enphase Energy shares in Q2 2021, an estimated $12K.
Sun Life Financial first reported a position in Enphase Energy in Q1 2021 and held it in 1 quarter.
Sun Life Financial's Enphase Energy position peaked at $12K in Q1 2021.
628 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.