Baker Avenue Asset Management’s SolarEdge SEDG Stock Holding History

Baker Avenue Asset 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 Q4	–	Sell	-184	Closed	-$23.8K	–	1287
2023 Q3	$23.8K	Sell	184 -21,068	-99%	-$4.04M	﹤0.01%	627
2023 Q2	$5.72M	Buy	21,252 +2,709	+15%	+$777K	0.29%	76
2023 Q1	$5.64M	Sell	18,543 -1,123	-6%	-$342K	0.3%	76
2022 Q4	$5.57M	Buy	19,666 +1,169	+6%	+$310K	0.33%	70
2022 Q3	$4.28M	Sell	18,497 -1,895	-9%	-$559K	0.27%	86
2022 Q2	$5.58M	Buy	20,392 +3,904	+24%	+$1.07M	0.37%	66
2022 Q1	$5.32M	Buy	+16,488	New	+$4.53M	0.27%	88

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

Baker Avenue Asset Management's SEDG Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 184 shares — an estimated $23.8K sold.

Baker Avenue Asset Management first reported a position in SEDG in Q1 2022 and held it in 7 quarters. The position peaked at $5.72M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Baker Avenue Asset Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 184 SolarEdge shares in Q4 2023, an estimated $23.8K.
Baker Avenue Asset Management first reported a position in SolarEdge in Q1 2022 and held it in 7 quarters.
Baker Avenue Asset Management's SolarEdge position peaked at $5.72M in Q2 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.