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Anchor Capital Advisors’s SolarEdge SEDG Stock Holding History

Anchor Capital 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
Q3 		– Sell
-91,138
Closed -$24.5M – 272
2023
Q2 		$24.5M Sell
91,138
-3,025
-3% -$867K 0.64% 57
2023
Q1 		$28.6M Sell
94,163
-2,571
-3% -$784K 0.76% 46
2022
Q4 		$27.4M Buy
96,734
+5,734
+6% +$1.52M 0.7% 47
2022
Q3 		$21.1M Sell
91,000
-55,628
-38% -$16.4M 0.58% 57
2022
Q2 		$40.1M Buy
146,628
+2,878
+2% +$787K 1.02% 39
2022
Q1 		$46.3M Sell
143,750
-94,049
-40% -$25.8M 0.98% 42
2021
Q4 		$66.7M Buy
237,799
+10,005
+4% +$3.16M 1.32% 24
2021
Q3 		$60.4M Buy
227,794
+1,775
+0.8% +$483K 1.25% 30
2021
Q2 		$62.5M Buy
226,019
+331
+0.1% +$83.4K 1.26% 27
2021
Q1 		$64.9M Sell
225,688
-1,474
-0.6% -$445K 1.37% 22
2020
Q4 		$72.5M Sell
227,162
-19,379
-8% -$5.36M 1.65% 12
2020
Q3 		$58.8M Sell
246,541
-12,946
-5% -$2.49M 1.49% 17
2020
Q2 		$36M Sell
259,487
-45,172
-15% -$5.52M 0.93% 47
2020
Q1 		$24.9M Buy
+304,659
New +$32.2M 0.74% 59

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

Anchor Capital Advisors's SEDG Position: Q3 2023 in Review

Anchor Capital Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 91,138 shares — an estimated $24.5M sold.

Anchor Capital Advisors first reported a position in SEDG in Q1 2020 and held it in 14 quarters. The position peaked at $72.5M in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Anchor Capital Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 91,138 SolarEdge shares in Q3 2023, an estimated $24.5M.
  • Anchor Capital Advisors first reported a position in SolarEdge in Q1 2020 and held it in 14 quarters.
  • Anchor Capital Advisors's SolarEdge position peaked at $72.5M in Q4 2020.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Anchor Capital Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.