Advisory Alpha’s SolarEdge SEDG Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-24	Closed	-$7K	–	551
2020 Q3	$7K	Buy	+24	New	+$4.61K	﹤0.01%	475
2020 Q2	–	Sell	-24	Closed	-$2.42K	–	518
2020 Q1	$2.42K	Buy	24 +3	+14%	+$317	﹤0.01%	584
2019 Q4	$2.17K	Buy	21 +15	+250%	+$1.28K	﹤0.01%	657
2019 Q3	$513	Buy	+6	New	+$447	﹤0.01%	804

Other funds holding SEDG

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Advisory Alpha's SEDG Position: Q4 2020 in Review

Advisory Alpha sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 24 shares — an estimated $7K sold.

Advisory Alpha first reported a position in SEDG in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2020. 556 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

Advisory Alpha reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 24 SolarEdge shares in Q4 2020, an estimated $7K.
Advisory Alpha first reported a position in SolarEdge in Q3 2019 and held it in 4 quarters.
Advisory Alpha's SolarEdge position peaked at $7K in Q3 2020.
556 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.