Bank Julius Baer & Co
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Bank Julius Baer & Co’s SolarEdge SEDG Stock Holding History

Bank Julius Baer & Co’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
-2,094
Closed -$271K – 568
2023
Q3 		$271K Buy
+2,094
New +$402K ﹤0.01% 366
2022
Q3 		– Sell
-171
Closed -$47K – 625
2022
Q2 		$47K Buy
+171
New +$46.8K ﹤0.01% 526
2021
Q4 		– Sell
-2,193
Closed -$582K – 886
2021
Q3 		$582K Buy
+2,193
New +$597K ﹤0.01% 410
2020
Q4 		– Sell
-2,440
Closed -$582K – 845
2020
Q3 		$582K Buy
+2,440
New +$469K 0.01% 363

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Bank Julius Baer & Co's SEDG Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,094 shares — an estimated $271K sold.

Bank Julius Baer & Co first reported a position in SEDG in Q3 2020 and held it in 4 quarters. The position peaked at $582K in Q3 2021. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,094 SolarEdge shares in Q4 2023, an estimated $271K.
  • Bank Julius Baer & Co first reported a position in SolarEdge in Q3 2020 and held it in 4 quarters.
  • Bank Julius Baer & Co's SolarEdge position peaked at $582K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.