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Albion Financial Group’s SolarEdge SEDG Stock Holding History

Albion Financial Group’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
2024
Q4 		– Sell
-3,791
Closed -$86.9K – 694
2024
Q3 		$86.9K Sell
3,791
-60
-2% -$1.46K 0.01% 212
2024
Q2 		$97.3K Sell
3,851
-67
-2% -$3.48K 0.01% 201
2024
Q1 		$278K Buy
3,918
+955
+32% +$68.9K 0.02% 162
2023
Q4 		$277K Sell
2,963
-1,096
-27% -$99.8K 0.02% 166
2023
Q3 		$526K Buy
4,059
+582
+17% +$112K 0.05% 127
2023
Q2 		$935K Sell
3,477
-547
-14% -$157K 0.08% 111
2023
Q1 		$1.22M Sell
4,024
-956
-19% -$291K 0.11% 101
2022
Q4 		$1.41M Sell
4,980
-169
-3% -$44.8K 0.14% 88
2022
Q3 		$1.19M Sell
5,149
-1,139
-18% -$336K 0.12% 89
2022
Q2 		$1.72M Buy
6,288
+39
+0.6% +$10.7K 0.17% 84
2022
Q1 		$2.01M Buy
6,249
+309
+5% +$84.9K 0.17% 82
2021
Q4 		$1.67M Sell
5,940
-39
-0.7% -$12.3K 0.13% 94
2021
Q3 		$1.59M Buy
5,979
+132
+2% +$35.9K 0.14% 96
2021
Q2 		$1.62M Buy
+5,847
New +$1.47M 0.14% 94
2020
Q4 		$1.29M Sell
4,035
-584
-13% -$161K 0.13% 92
2020
Q3 		$1.1M Buy
4,619
+1,386
+43% +$266K 0.12% 95
2020
Q2 		$449K Buy
3,233
+38
+1% +$4.65K 0.05% 150
2020
Q1 		$262K Buy
3,195
+909
+40% +$96.1K 0.04% 161
2019
Q4 		$217K Buy
+2,286
New +$195K 0.03% 192

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Albion Financial Group's SEDG Position: Q4 2024 in Review

Albion Financial Group sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 3,791 shares — an estimated $86.9K sold.

Albion Financial Group first reported a position in SEDG in Q4 2019 and held it in 19 quarters. The position peaked at $2.01M in Q1 2022. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Albion Financial Group reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Albion Financial Group sold 3,791 SolarEdge shares in Q4 2024, an estimated $86.9K.
  • Albion Financial Group first reported a position in SolarEdge in Q4 2019 and held it in 19 quarters.
  • Albion Financial Group's SolarEdge position peaked at $2.01M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Albion Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.