Adero Partners’s SolarEdge SEDG Stock Holding History

Adero Partners’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
2022 Q3	–	Sell	-784	Closed	-$211K	–	164
2022 Q2	$211K	Sell	784 -191	-20%	-$52.2K	0.03%	139
2022 Q1	$314K	Sell	975 -253	-21%	-$69.5K	0.05%	124
2021 Q4	$345K	Hold	1,228	–	–	0.06%	125
2021 Q3	$326K	Sell	1,228 -200	-14%	-$54.4K	0.06%	117
2021 Q2	$395K	Hold	1,428	–	–	0.09%	97
2021 Q1	$410K	Buy	+1,428	New	+$431K	0.18%	77

Other funds holding SEDG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Adero Partners's SEDG Position: Q3 2022 in Review

Adero Partners sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 784 shares — an estimated $211K sold.

Adero Partners first reported a position in SEDG in Q1 2021 and held it in 6 quarters. The position peaked at $410K in Q1 2021. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Adero Partners reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Adero Partners sold 784 SolarEdge shares in Q3 2022, an estimated $211K.
Adero Partners first reported a position in SolarEdge in Q1 2021 and held it in 6 quarters.
Adero Partners's SolarEdge position peaked at $410K in Q1 2021.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Adero Partners's 13F filing for Q3 2022, filed 25 Oct 2022.