SAI
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Systematic Alpha Investments’s Enphase Energy ENPH Stock Holding History

Systematic Alpha Investments’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
Q3 		– Sell
-376
Closed -$69K – 492
2021
Q2 		$69K Sell
376
-1,424
-79% -$209K ﹤0.01% 220
2021
Q1 		$292K Buy
+1,800
New +$323K 0.02% 128

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Alpha Investments's ENPH Position: Q3 2021 in Review

Systematic Alpha Investments sold out of Enphase Energy (ENPH) in Q3 2021, closing a stake of 376 shares — an estimated $69K sold.

Systematic Alpha Investments first reported a position in ENPH in Q1 2021 and held it in 2 quarters. The position peaked at $292K in Q1 2021. 637 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • Systematic Alpha Investments reported no remaining Enphase Energy position as of Q3 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 376 Enphase Energy shares in Q3 2021, an estimated $69K.
  • Systematic Alpha Investments first reported a position in Enphase Energy in Q1 2021 and held it in 2 quarters.
  • Systematic Alpha Investments's Enphase Energy position peaked at $292K in Q1 2021.
  • 637 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Systematic Alpha Investments's 13F filing for Q3 2021, filed 10 Nov 2021.