AFC
SEDG icon

AFT Forsyth & Company’s SolarEdge SEDG Stock Holding History

AFT Forsyth & Company’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
-1,145
Closed -$308K – 136
2023
Q2 		$308K Hold
1,145
– – 0.22% 106
2023
Q1 		$348K Sell
1,145
-25
-2% -$7.62K 0.27% 103
2022
Q4 		$331K Sell
1,170
-25
-2% -$6.63K 0.28% 101
2022
Q3 		$277K Hold
1,195
– – 0.25% 108
2022
Q2 		$327K Sell
1,195
-175
-13% -$47.9K 0.26% 102
2022
Q1 		$442K Sell
1,370
-2,000
-59% -$549K 0.28% 95
2021
Q4 		$946K Hold
3,370
– – 0.49% 60
2021
Q3 		$894K Buy
+3,370
New +$917K 0.48% 65

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

AFT Forsyth & Company's SEDG Position: Q3 2023 in Review

AFT Forsyth & Company sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,145 shares — an estimated $308K sold.

AFT Forsyth & Company first reported a position in SEDG in Q3 2021 and held it in 8 quarters. The position peaked at $946K in Q4 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • AFT Forsyth & Company reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • AFT Forsyth & Company sold 1,145 SolarEdge shares in Q3 2023, an estimated $308K.
  • AFT Forsyth & Company first reported a position in SolarEdge in Q3 2021 and held it in 8 quarters.
  • AFT Forsyth & Company's SolarEdge position peaked at $946K in Q4 2021.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on AFT Forsyth & Company's 13F filing for Q3 2023, filed 7 Nov 2023.