Bartlett & Co’s SolarEdge SEDG Stock Holding History

Bartlett & 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
2021 Q3	–	Sell	-2	Closed	-$1K	–	1051
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	953
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	977
2020 Q4	$1K	Buy	+2	New	+$553	﹤0.01%	1058

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Bartlett & Co's SEDG Position: Q3 2021 in Review

Bartlett & Co sold out of SolarEdge (SEDG) in Q3 2021, closing a stake of 2 shares — an estimated $1K sold.

Bartlett & Co first reported a position in SEDG in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

Bartlett & Co reported no remaining SolarEdge position as of Q3 2021 after selling out during the quarter.
Bartlett & Co sold 2 SolarEdge shares in Q3 2021, an estimated $1K.
Bartlett & Co first reported a position in SolarEdge in Q4 2020 and held it in 3 quarters.
Bartlett & Co's SolarEdge position peaked at $1K in Q2 2021.
557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.