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Aspetuck Financial Management’s SolarEdge SEDG Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-180
Closed -$2.45K – 161
2024
Q4 		$2.45K Buy
+180
New +$2.77K ﹤0.01% 189

Other funds holding SEDG

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Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aspetuck Financial Management's SEDG Position: Q1 2025 in Review

Aspetuck Financial Management sold out of SolarEdge (SEDG) in Q1 2025, closing a stake of 180 shares — an estimated $2.45K sold.

Aspetuck Financial Management first reported a position in SEDG in Q4 2024 and held it in 1 quarter. The position peaked at $2.45K in Q4 2024. 270 funds tracked by Wall St. Rank hold SEDG as of Q1 2025.

  • Aspetuck Financial Management reported no remaining SolarEdge position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 180 SolarEdge shares in Q1 2025, an estimated $2.45K.
  • Aspetuck Financial Management first reported a position in SolarEdge in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's SolarEdge position peaked at $2.45K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held SolarEdge as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.