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ZIM
Zacks Investment Management’s
Enphase Energy
ENPH
Stock Holding History
Zacks Investment Management’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
2023
Q1
–
Sell
-24,867
Closed
-$6.59M
–
651
2022
Q4
$6.59M
Buy
24,867
+74
+0.3%
+$21.5K
0.09%
166
2022
Q3
$6.88M
Buy
24,793
+22,665
+1,065%
+$6.11M
0.11%
147
2022
Q2
$415K
Buy
+2,128
New
+$385K
0.01%
453
2021
Q2
–
Sell
-7,350
Closed
-$1.19M
–
582
2021
Q1
$1.19M
Sell
7,350
-6,378
-46%
-$1.14M
0.02%
338
2020
Q4
$2.41M
Sell
13,728
-13,421
-49%
-$1.7M
0.04%
226
2020
Q3
$2.24M
Sell
27,149
-4,079
-13%
-$273K
0.05%
210
2020
Q2
$1.49M
Sell
31,228
-17,906
-36%
-$856K
0.03%
244
2020
Q1
$1.59M
Sell
49,134
-28,605
-37%
-$1.08M
0.04%
224
2019
Q4
$2.03M
Sell
77,739
-15,924
-17%
-$362K
0.04%
264
2019
Q3
$2.08M
Sell
93,663
-13,394
-13%
-$343K
0.04%
245
2019
Q2
$1.95M
Buy
+107,057
New
+$1.47M
0.04%
266
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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