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Trellus Management Company’s Enphase Energy ENPH Stock Holding History

Trellus Management Company’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
2020
Q1 		– Sell
-12,500
Closed -$327K – 69
2019
Q4 		$327K Buy
+12,500
New +$284K 0.55% 47
2017
Q2 		– Sell
-125,000
Closed -$171K – 72
2017
Q1 		$171K Buy
+125,000
New +$182K 0.26% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Trellus Management Company's ENPH Position: Q1 2020 in Review

Trellus Management Company sold out of Enphase Energy (ENPH) in Q1 2020, closing a stake of 12,500 shares — an estimated $327K sold.

Trellus Management Company first reported a position in ENPH in Q1 2017 and held it in 2 quarters. The position peaked at $327K in Q4 2019. 252 funds tracked by Wall St. Rank hold ENPH as of Q1 2020.

  • Trellus Management Company reported no remaining Enphase Energy position as of Q1 2020 after selling out during the quarter.
  • Trellus Management Company sold 12,500 Enphase Energy shares in Q1 2020, an estimated $327K.
  • Trellus Management Company first reported a position in Enphase Energy in Q1 2017 and held it in 2 quarters.
  • Trellus Management Company's Enphase Energy position peaked at $327K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2020.

Based on Trellus Management Company's 13F filing for Q1 2020, filed 6 May 2020.