Zevenbergen Capital Investments’s Enphase Energy ENPH Stock Holding History

Zevenbergen Capital 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
2023 Q4	–	Sell	-336,071	Closed	-$40.4M	–	99
2023 Q3	$40.4M	Sell	336,071 -62,957	-16%	-$8.97M	1.03%	29
2023 Q2	$66.8M	Buy	399,028 +18,241	+5%	+$3.26M	1.59%	23
2023 Q1	$80.1M	Buy	380,787 +68,936	+22%	+$14.9M	2.15%	18
2022 Q4	$82.6M	Sell	311,851 -39,899	-11%	-$11.6M	2.78%	12
2022 Q3	$97.6M	Buy	351,750 +69,705	+25%	+$18.8M	2.76%	11
2022 Q2	$55.1M	Buy	+282,045	New	+$51M	2.52%	15

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zevenbergen Capital Investments's ENPH Position: Q4 2023 in Review

Zevenbergen Capital Investments sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 336,071 shares — an estimated $40.4M sold.

Zevenbergen Capital Investments first reported a position in ENPH in Q2 2022 and held it in 6 quarters. The position peaked at $97.6M in Q3 2022. 760 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Zevenbergen Capital Investments reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Zevenbergen Capital Investments sold 336,071 Enphase Energy shares in Q4 2023, an estimated $40.4M.
Zevenbergen Capital Investments first reported a position in Enphase Energy in Q2 2022 and held it in 6 quarters.
Zevenbergen Capital Investments's Enphase Energy position peaked at $97.6M in Q3 2022.
760 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Zevenbergen Capital Investments's 13F filing for Q4 2023, filed 8 Feb 2024.