Waddell & Reed Financial’s Enphase Energy ENPH Stock Holding History

Waddell & Reed 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 Q1	$63M	Sell	388,550 -137,000	-26%	-$24.6M	0.13%	196
2020 Q4	$92.2M	Sell	525,550 -147,189	-22%	-$18.7M	0.19%	149
2020 Q3	$55.6M	Sell	672,739 -311,738	-32%	-$20.9M	0.13%	184
2020 Q2	$46.8M	Sell	984,477 -168,066	-15%	-$8.03M	0.12%	197
2020 Q1	$37.2M	Sell	1,152,543 -420,296	-27%	-$15.8M	0.12%	196
2019 Q4	$41.1M	Buy	+1,572,839	New	+$35.8M	0.1%	229

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Waddell & Reed Financial's ENPH Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Enphase Energy (ENPH) stake by 26% in Q1 2021, selling an estimated $24.6M and leaving 388,550 shares worth $63M. The position accounts for 0.13% of the portfolio, ranked #196.

Waddell & Reed Financial first reported a position in ENPH in Q4 2019 and has held it in 6 quarters since. The position peaked at $92.2M in Q4 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

Waddell & Reed Financial held 388,550 shares of Enphase Energy worth $63M as of Q1 2021.
Waddell & Reed Financial sold 137,000 Enphase Energy shares in Q1 2021, an estimated $24.6M.
Enphase Energy made up 0.13% of Waddell & Reed Financial's portfolio in Q1 2021, its #196 holding.
Waddell & Reed Financial first reported a position in Enphase Energy in Q4 2019 and has held it in 6 quarters since.
Waddell & Reed Financial's Enphase Energy position peaked at $92.2M in Q4 2020.
632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.