Baldrige Asset Management’s SolarEdge SEDG Stock Holding History

Baldrige 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
2022 Q2	–	Sell	-70	Closed	-$23K	–	329
2022 Q1	$23K	Hold	70	–	–	0.01%	222
2021 Q4	$20K	Hold	70	–	–	0.01%	236
2021 Q3	$19K	Hold	70	–	–	0.01%	240
2021 Q2	$19K	Buy	+70	New	+$17.6K	0.01%	243

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baldrige Asset Management's SEDG Position: Q2 2022 in Review

Baldrige Asset Management sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 70 shares — an estimated $23K sold.

Baldrige Asset Management first reported a position in SEDG in Q2 2021 and held it in 4 quarters. The position peaked at $23K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Baldrige Asset Management reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Baldrige Asset Management sold 70 SolarEdge shares in Q2 2022, an estimated $23K.
Baldrige Asset Management first reported a position in SolarEdge in Q2 2021 and held it in 4 quarters.
Baldrige Asset Management's SolarEdge position peaked at $23K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Baldrige Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.