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Aperio Group’s SolarEdge SEDG Stock Holding History

Aperio 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
2020
Q4 		$7.27M Sell
22,770
-1,146
-5% -$317K 0.02% 673
2020
Q3 		$5.7M Buy
23,916
+1,556
+7% +$299K 0.02% 687
2020
Q2 		$3.1M Sell
22,360
-156
-0.7% -$19.1K 0.01% 916
2020
Q1 		$1.84M Sell
22,516
-54
-0.2% -$5.71K 0.01% 1052
2019
Q4 		$2.15M Buy
22,570
+3,087
+16% +$264K 0.01% 1061
2019
Q3 		$1.63M Buy
19,483
+3,399
+21% +$253K 0.01% 1148
2019
Q2 		$1M Buy
16,084
+9,982
+164% +$504K ﹤0.01% 1403
2019
Q1 		$230K Sell
6,102
-1,106
-15% -$44.2K ﹤0.01% 2111
2018
Q4 		$253K Buy
7,208
+153
+2% +$5.86K ﹤0.01% 2024
2018
Q3 		$266K Buy
7,055
+877
+14% +$42.2K ﹤0.01% 2068
2018
Q2 		$296K Buy
+6,178
New +$342K ﹤0.01% 2004

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Aperio Group's SEDG Position: Q4 2020 in Review

Aperio Group reduced its SolarEdge (SEDG) stake by 4.8% in Q4 2020, selling an estimated $317K and leaving 22,770 shares worth $7.27M. The position accounts for 0.02% of the portfolio, ranked #673.

Aperio Group first reported a position in SEDG in Q2 2018 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

  • Aperio Group held 22,770 shares of SolarEdge worth $7.27M as of Q4 2020.
  • Aperio Group sold 1,146 SolarEdge shares in Q4 2020, an estimated $317K.
  • SolarEdge made up 0.02% of Aperio Group's portfolio in Q4 2020, its #673 holding.
  • Aperio Group first reported a position in SolarEdge in Q2 2018 and has held it in 11 quarters since.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.