AtonRa Partners’s SolarEdge SEDG Stock Holding History

AtonRa Partners’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	$284K	Buy	3,035 +41	+1%	+$3.73K	0.57%	77
2023 Q3	$388K	Sell	2,994 -190	-6%	-$36.5K	0.81%	55
2023 Q2	$857K	Buy	3,184 +171	+6%	+$49K	1.33%	19
2023 Q1	$916K	Sell	3,013 -1,391	-32%	-$424K	1.34%	12
2022 Q4	$1.25M	Sell	4,404 -3,413	-44%	-$906K	1.59%	10
2022 Q3	$1.81M	Buy	7,817 +235	+3%	+$69.3K	1.78%	5
2022 Q2	$2.08M	Sell	7,582 -4,517	-37%	-$1.24M	1.91%	4
2022 Q1	$3.9M	Sell	12,099 -13,529	-53%	-$3.72M	2.12%	6
2021 Q4	$7.19M	Sell	25,628 -478	-2%	-$151K	2.5%	2
2021 Q3	$6.92M	Buy	26,106 +2,412	+10%	+$657K	2.31%	5
2021 Q2	$6.55M	Buy	23,694 +12,289	+108%	+$3.1M	2.4%	3
2021 Q1	$3.28M	Buy	11,405 +824	+8%	+$248K	1.46%	13
2020 Q4	$3.38M	Buy	+10,581	New	+$2.92M	1.66%	13

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AtonRa Partners's SEDG Position: Q4 2023 in Review

AtonRa Partners increased its SolarEdge (SEDG) stake by 1.4% in Q4 2023, buying an estimated $3.73K and bringing the position to 3,035 shares worth $284K. The position accounts for 0.57% of the portfolio, ranked #77.

AtonRa Partners first reported a position in SEDG in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.19M in Q4 2021. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

AtonRa Partners held 3,035 shares of SolarEdge worth $284K as of Q4 2023.
AtonRa Partners bought 41 SolarEdge shares in Q4 2023, an estimated $3.73K.
SolarEdge made up 0.57% of AtonRa Partners's portfolio in Q4 2023, its #77 holding.
AtonRa Partners first reported a position in SolarEdge in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's SolarEdge position peaked at $7.19M in Q4 2021.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.