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Balasa Dinverno & Foltz’s SolarEdge SEDG Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q2 		– Sell
-703
Closed -$227K – 365
2022
Q1 		$227K Sell
703
-125
-15% -$34.3K 0.02% 318
2021
Q4 		$232K Sell
828
-58
-7% -$18.3K 0.01% 313
2021
Q3 		$235K Sell
886
-144
-14% -$39.2K 0.02% 299
2021
Q2 		$285K Sell
1,030
-170
-14% -$42.8K 0.02% 265
2021
Q1 		$345K Sell
1,200
-33
-3% -$9.95K 0.03% 220
2020
Q4 		$393K Sell
1,233
-48
-4% -$13.3K 0.03% 192
2020
Q3 		$305K Buy
+1,281
New +$246K 0.03% 204

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Balasa Dinverno & Foltz's SEDG Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 703 shares — an estimated $227K sold.

Balasa Dinverno & Foltz first reported a position in SEDG in Q3 2020 and held it in 7 quarters. The position peaked at $393K in Q4 2020. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 703 SolarEdge shares in Q2 2022, an estimated $227K.
  • Balasa Dinverno & Foltz first reported a position in SolarEdge in Q3 2020 and held it in 7 quarters.
  • Balasa Dinverno & Foltz's SolarEdge position peaked at $393K in Q4 2020.
  • 637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.