Anchor Capital Advisors’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-91,138
Closed -$24.5M 272
2023
Q2
$24.5M Sell
91,138
-3,025
-3% -$814K 0.64% 57
2023
Q1
$28.6M Sell
94,163
-2,571
-3% -$781K 0.76% 46
2022
Q4
$27.4M Buy
96,734
+5,734
+6% +$1.62M 0.7% 47
2022
Q3
$21.1M Sell
91,000
-55,628
-38% -$12.9M 0.58% 57
2022
Q2
$40.1M Buy
146,628
+2,878
+2% +$788K 1.02% 39
2022
Q1
$46.3M Sell
143,750
-94,049
-40% -$30.3M 0.98% 42
2021
Q4
$66.7M Buy
237,799
+10,005
+4% +$2.81M 1.32% 24
2021
Q3
$60.4M Buy
227,794
+1,775
+0.8% +$471K 1.25% 30
2021
Q2
$62.5M Buy
226,019
+331
+0.1% +$91.5K 1.26% 27
2021
Q1
$64.9M Sell
225,688
-1,474
-0.6% -$424K 1.37% 22
2020
Q4
$72.5M Sell
227,162
-19,379
-8% -$6.18M 1.65% 12
2020
Q3
$58.8M Sell
246,541
-12,946
-5% -$3.09M 1.49% 17
2020
Q2
$36M Sell
259,487
-45,172
-15% -$6.27M 0.93% 47
2020
Q1
$24.9M Buy
+304,659
New +$24.9M 0.74% 59