Advisor Group’s SolarEdge SEDG Stock Holding History

Advisor Group’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
2019 Q4	$948K	Sell	9,960 -2,614	-21%	-$224K	0.01%	1232
2019 Q3	$1.05M	Buy	12,574 +5,945	+90%	+$443K	0.01%	1109
2019 Q2	$413K	Sell	6,629 -425	-6%	-$21.4K	﹤0.01%	1750
2019 Q1	$266K	Buy	7,054 +1,878	+36%	+$75K	﹤0.01%	2038
2018 Q4	$182K	Sell	5,176 -1,706	-25%	-$65.3K	﹤0.01%	2161
2018 Q3	$260K	Buy	6,882 +5,257	+324%	+$253K	﹤0.01%	1961
2018 Q2	$78K	Sell	1,625 -1,230	-43%	-$68.1K	﹤0.01%	2732
2018 Q1	$150K	Buy	2,855 +1,760	+161%	+$77.2K	﹤0.01%	2204
2017 Q4	$41K	Buy	+1,095	New	+$37.7K	﹤0.01%	3223
2017 Q3	–	Sell	-79	Closed	-$2K	–	4933
2017 Q2	$2K	Hold	79	–	–	﹤0.01%	4529
2017 Q1	$1K	Sell	79 -188	-70%	-$2.62K	﹤0.01%	4571
2016 Q4	$3K	Buy	267 +42	+19%	+$583	﹤0.01%	4132
2016 Q3	$4K	Hold	225	–	–	﹤0.01%	4001
2016 Q2	$3K	Buy	+225	New	+$5.07K	﹤0.01%	3998

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Advisor Group's SEDG Position: Q4 2019 in Review

Advisor Group reduced its SolarEdge (SEDG) stake by 21% in Q4 2019, selling an estimated $224K and leaving 9,960 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #1232.

Advisor Group first reported a position in SEDG in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.05M in Q3 2019. 332 funds tracked by Wall St. Rank hold SEDG as of Q4 2019.

Advisor Group held 9,960 shares of SolarEdge worth $948K as of Q4 2019.
Advisor Group sold 2,614 SolarEdge shares in Q4 2019, an estimated $224K.
SolarEdge made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1232 holding.
Advisor Group first reported a position in SolarEdge in Q2 2016 and has held it in 14 quarters since.
Advisor Group's SolarEdge position peaked at $1.05M in Q3 2019.
332 funds tracked by Wall St. Rank held SolarEdge as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.