Abbot Financial Management’s SolarEdge SEDG Stock Holding History

Abbot Financial Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-944	Closed	-$254K	–	116
2023 Q2	$254K	Sell	944 -73	-7%	-$20.9K	0.16%	102
2023 Q1	$309K	Hold	1,017	–	–	0.21%	96
2022 Q4	$288K	Sell	1,017 -155	-13%	-$41.1K	0.2%	98
2022 Q3	$271K	Hold	1,172	–	–	0.19%	97
2022 Q2	$321K	Buy	1,172 +27	+2%	+$7.38K	0.19%	96
2022 Q1	$369K	Sell	1,145 -406	-26%	-$112K	0.18%	101
2021 Q4	$435K	Sell	1,551 -208	-12%	-$65.7K	0.19%	95
2021 Q3	$467K	Buy	1,759 +594	+51%	+$162K	0.21%	89
2021 Q2	$322K	Buy	1,165 +83	+8%	+$20.9K	0.14%	105
2021 Q1	$311K	Buy	+1,082	New	+$326K	0.14%	100

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Abbot Financial Management's SEDG Position: Q3 2023 in Review

Abbot Financial Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 944 shares — an estimated $254K sold.

Abbot Financial Management first reported a position in SEDG in Q1 2021 and held it in 10 quarters. The position peaked at $467K in Q3 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Abbot Financial Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Abbot Financial Management sold 944 SolarEdge shares in Q3 2023, an estimated $254K.
Abbot Financial Management first reported a position in SolarEdge in Q1 2021 and held it in 10 quarters.
Abbot Financial Management's SolarEdge position peaked at $467K in Q3 2021.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Abbot Financial Management's 13F filing for Q3 2023, filed 13 Nov 2023.