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Altman Advisors’s SolarEdge SEDG Stock Holding History

Altman Advisors’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
Q4 		– Sell
-5,571
Closed -$722K – 102
2023
Q3 		$722K Buy
+5,571
New +$1.07M 0.45% 84
2023
Q1 		– Sell
-3,535
Closed -$1.07M – 93
2022
Q4 		$1.07M Sell
3,535
-316
-8% -$83.9K 0.66% 67
2022
Q3 		$891K Buy
3,851
+26
+0.7% +$7.67K 0.56% 72
2022
Q2 		$1.4M Sell
3,825
-245
-6% -$67K 0.8% 38
2022
Q1 		$1.31M Buy
4,070
+76
+2% +$20.9K 0.68% 61
2021
Q4 		$880K Buy
3,994
+206
+5% +$65K 0.54% 62
2021
Q3 		$1.34M Buy
3,788
+67
+2% +$18.2K 0.74% 59
2021
Q2 		$1.1M Buy
3,721
+327
+10% +$82.4K 0.62% 68
2021
Q1 		$975K Buy
3,394
+1,545
+84% +$466K 0.63% 68
2020
Q4 		$590K Buy
+1,849
New +$511K 0.37% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altman Advisors's SEDG Position: Q4 2023 in Review

Altman Advisors sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 5,571 shares — an estimated $722K sold.

Altman Advisors first reported a position in SEDG in Q4 2020 and held it in 10 quarters. The position peaked at $1.4M in Q2 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Altman Advisors reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Altman Advisors sold 5,571 SolarEdge shares in Q4 2023, an estimated $722K.
  • Altman Advisors first reported a position in SolarEdge in Q4 2020 and held it in 10 quarters.
  • Altman Advisors's SolarEdge position peaked at $1.4M in Q2 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Altman Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.