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Advisor Partners II’s SolarEdge SEDG Stock Holding History

Advisor Partners II’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
-1,275
Closed -$343K – 1293
2023
Q2 		$343K Sell
1,275
-495
-28% -$142K 0.02% 737
2023
Q1 		$538K Buy
1,770
+479
+37% +$146K 0.03% 538
2022
Q4 		$366K Sell
1,291
-113
-8% -$30K 0.02% 618
2022
Q3 		$325K Buy
+1,404
New +$414K 0.02% 588

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's SEDG Position: Q3 2023 in Review

Advisor Partners II sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,275 shares — an estimated $343K sold.

Advisor Partners II first reported a position in SEDG in Q3 2022 and held it in 4 quarters. The position peaked at $538K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Advisor Partners II reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Advisor Partners II sold 1,275 SolarEdge shares in Q3 2023, an estimated $343K.
  • Advisor Partners II first reported a position in SolarEdge in Q3 2022 and held it in 4 quarters.
  • Advisor Partners II's SolarEdge position peaked at $538K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.