AWM
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Apollon Wealth Management’s SolarEdge SEDG Stock Holding History

Apollon Wealth Management’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
-912
Closed -$245K – 979
2023
Q2 		$245K Buy
912
+24
+3% +$6.88K 0.01% 796
2023
Q1 		$270K Sell
888
-54
-6% -$16.5K 0.02% 708
2022
Q4 		$267K Buy
942
+22
+2% +$5.84K 0.02% 696
2022
Q3 		$213K Buy
920
+11
+1% +$3.25K 0.02% 711
2022
Q2 		$249K Sell
909
-373
-29% -$102K 0.02% 618
2022
Q1 		$413K Buy
1,282
+402
+46% +$110K 0.03% 511
2021
Q4 		$247K Buy
880
+5
+0.6% +$1.58K 0.02% 638
2021
Q3 		$232K Sell
875
-5
-0.6% -$1.36K 0.03% 403
2021
Q2 		$243K Buy
880
+1
+0.1% +$252 0.04% 323
2021
Q1 		$253K Buy
+879
New +$265K 0.05% 296
2020
Q4 		– Sell
-1,154
Closed -$275K – 247
2020
Q3 		$275K Buy
1,154
+979
+559% +$188K 0.12% 121
2020
Q2 		$24K Buy
+175
New +$21.4K 0.01% 345

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

Apollon Wealth Management's SEDG Position: Q3 2023 in Review

Apollon Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 912 shares — an estimated $245K sold.

Apollon Wealth Management first reported a position in SEDG in Q2 2020 and held it in 12 quarters. The position peaked at $413K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Apollon Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 912 SolarEdge shares in Q3 2023, an estimated $245K.
  • Apollon Wealth Management first reported a position in SolarEdge in Q2 2020 and held it in 12 quarters.
  • Apollon Wealth Management's SolarEdge position peaked at $413K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.