Ameritas Investment Partners’s SolarEdge SEDG Stock Holding History

Ameritas Investment Partners’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	-689	Closed	-$89.2K	–	3106
2023 Q3	$89.2K	Hold	689	–	–	﹤0.01%	1743
2023 Q2	$185K	Hold	689	–	–	0.01%	1178
2023 Q1	$209K	Sell	689 -4,600	-87%	-$1.4M	0.01%	1070
2022 Q4	$1.52M	Hold	5,289	–	–	0.06%	398
2022 Q3	$1.22M	Hold	5,289	–	–	0.05%	437
2022 Q2	$1.45M	Hold	5,289	–	–	0.06%	383
2022 Q1	$1.7M	Hold	5,289	–	–	0.06%	378
2021 Q4	$1.48M	Sell	5,289 -13,157	-71%	-$4.15M	0.05%	460
2021 Q3	$4.89M	Sell	18,446 -203	-1%	-$55.3K	0.18%	82
2021 Q2	$5.15M	Buy	18,649 +4,460	+31%	+$1.12M	0.18%	78
2021 Q1	$4.08M	Hold	14,189	–	–	0.16%	98
2020 Q4	$4.53M	Hold	14,189	–	–	0.21%	79
2020 Q3	$3.38M	Sell	14,189 -169	-1%	-$32.5K	0.15%	113
2020 Q2	$1.99M	Buy	14,358 +676	+5%	+$82.7K	0.09%	210
2020 Q1	$1.12M	Buy	13,682 +112	+0.8%	+$11.8K	0.06%	345
2019 Q4	$1.29M	Buy	+13,570	New	+$1.16M	0.06%	417

Other funds holding SEDG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameritas Investment Partners's SEDG Position: Q4 2023 in Review

Ameritas Investment Partners sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 689 shares — an estimated $89.2K sold.

Ameritas Investment Partners first reported a position in SEDG in Q4 2019 and held it in 16 quarters. The position peaked at $5.15M in Q2 2021. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Ameritas Investment Partners reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Ameritas Investment Partners sold 689 SolarEdge shares in Q4 2023, an estimated $89.2K.
Ameritas Investment Partners first reported a position in SolarEdge in Q4 2019 and held it in 16 quarters.
Ameritas Investment Partners's SolarEdge position peaked at $5.15M in Q2 2021.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Ameritas Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.