Zimmer Partners’s Enphase Energy ENPH Stock Holding History

Zimmer Partners’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
2022 Q4	–	Sell	-25,000	Closed	-$6.94M	–	90
2022 Q3	$6.94M	Buy	+25,000	New	+$6.74M	0.15%	62
2022 Q2	–	Sell	-37,500	Closed	-$7.57M	–	105
2022 Q1	$7.57M	Sell	37,500 -67,500	-64%	-$10.6M	0.11%	89
2021 Q4	$19.2M	Sell	105,000 -82,000	-44%	-$17.1M	0.29%	64
2021 Q3	$28M	Sell	187,000 -63,000	-25%	-$10.8M	0.44%	58
2021 Q2	$45.9M	Buy	250,000 +5,000	+2%	+$733K	0.62%	51
2021 Q1	$39.7M	Buy	+245,000	New	+$44M	0.54%	59

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Zimmer Partners's ENPH Position: Q4 2022 in Review

Zimmer Partners sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 25,000 shares — an estimated $6.94M sold.

Zimmer Partners first reported a position in ENPH in Q1 2021 and held it in 6 quarters. The position peaked at $45.9M in Q2 2021. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

Zimmer Partners reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
Zimmer Partners sold 25,000 Enphase Energy shares in Q4 2022, an estimated $6.94M.
Zimmer Partners first reported a position in Enphase Energy in Q1 2021 and held it in 6 quarters.
Zimmer Partners's Enphase Energy position peaked at $45.9M in Q2 2021.
941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Zimmer Partners's 13F filing for Q4 2022, filed 14 Feb 2023.