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Asset Dedication LLC’s SolarEdge SEDG Stock Holding History

Asset Dedication LLC’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
Q4 		– Sell
-8
Closed -$1K – 1050
2023
Q3 		$1K Hold
8
– – ﹤0.01% 959
2023
Q2 		$2K Buy
+8
New +$2.29K ﹤0.01% 878
2020
Q4 		– Sell
-100
Closed -$24K – 805
2020
Q3 		$24K Buy
+100
New +$19.2K 0.01% 420

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Asset Dedication LLC's SEDG Position: Q4 2023 in Review

Asset Dedication LLC sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 8 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in SEDG in Q3 2020 and held it in 3 quarters. The position peaked at $24K in Q3 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Asset Dedication LLC reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 8 SolarEdge shares in Q4 2023, an estimated $1K.
  • Asset Dedication LLC first reported a position in SolarEdge in Q3 2020 and held it in 3 quarters.
  • Asset Dedication LLC's SolarEdge position peaked at $24K in Q3 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Asset Dedication LLC's 13F filing for Q4 2023, filed 8 Feb 2024.