Advisor Partners’s SolarEdge SEDG Stock Holding History

Advisor 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 Q2	$406K	Buy	1,483 +248	+20%	+$67.8K	0.03%	546
2022 Q1	$398K	Buy	1,235 +411	+50%	+$113K	0.02%	586
2021 Q4	$232K	Buy	824 +28	+4%	+$8.84K	0.01%	762
2021 Q3	$211K	Sell	796 -83	-9%	-$22.6K	0.01%	755
2021 Q2	$243K	Buy	879 +22	+3%	+$5.54K	0.02%	725
2021 Q1	$246K	Sell	857 -35	-4%	-$10.6K	0.02%	699
2020 Q4	$285K	Buy	892 +30	+3%	+$8.29K	0.02%	603
2020 Q3	$205K	Buy	+862	New	+$166K	0.02%	620

Other funds holding SEDG

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PAMS

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Advisor Partners's SEDG Position: Q2 2022 in Review

Advisor Partners increased its SolarEdge (SEDG) stake by 20% in Q2 2022, buying an estimated $67.8K and bringing the position to 1,483 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #546.

Advisor Partners first reported a position in SEDG in Q3 2020 and has held it in 8 quarters since. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Advisor Partners held 1,483 shares of SolarEdge worth $406K as of Q2 2022.
Advisor Partners bought 248 SolarEdge shares in Q2 2022, an estimated $67.8K.
SolarEdge made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #546 holding.
Advisor Partners first reported a position in SolarEdge in Q3 2020 and has held it in 8 quarters since.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.