Advisory Research’s SolarEdge SEDG Stock Holding History

Advisory Research’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	–	Sell	-1,463	Closed	-$472K	–	421
2022 Q1	$472K	Sell	1,463 -412	-22%	-$113K	0.04%	250
2021 Q4	$526K	Buy	1,875 +222	+13%	+$70.1K	0.04%	252
2021 Q3	$438K	Sell	1,653 -392	-19%	-$107K	0.03%	257
2021 Q2	$565K	Buy	+2,045	New	+$515K	0.04%	253
2018 Q3	–	Sell	-9,908	Closed	-$474K	–	389
2018 Q2	$474K	Sell	9,908 -31,934	-76%	-$1.77M	0.01%	315
2018 Q1	$2.2M	Sell	41,842 -1,503	-3%	-$65.9K	0.04%	204
2017 Q4	$1.63M	Buy	+43,345	New	+$1.49M	0.03%	238

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 $1.9T AUM 41.92% 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

Advisory Research's SEDG Position: Q2 2022 in Review

Advisory Research sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 1,463 shares — an estimated $472K sold.

Advisory Research first reported a position in SEDG in Q4 2017 and held it in 7 quarters. The position peaked at $2.2M in Q1 2018. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Advisory Research reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 1,463 SolarEdge shares in Q2 2022, an estimated $472K.
Advisory Research first reported a position in SolarEdge in Q4 2017 and held it in 7 quarters.
Advisory Research's SolarEdge position peaked at $2.2M in Q1 2018.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.