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Bell Investment Advisors’s SolarEdge SEDG Stock Holding History

Bell Investment Advisors’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
2024
Q4 		– Sell
-3
Closed -$69 – 1945
2024
Q3 		$69 Sell
3
-7
-70% -$170 ﹤0.01% 1869
2024
Q2 		$253 Sell
10
-7
-41% -$364 ﹤0.01% 1910
2024
Q1 		$1.21K Buy
17
+14
+467% +$1.01K ﹤0.01% 1544
2023
Q4 		$281 Sell
3
-5
-63% -$455 ﹤0.01% 1889
2023
Q3 		$1.04K Buy
8
+4
+100% +$767 ﹤0.01% 1559
2023
Q2 		$1.08K Sell
4
-4
-50% -$1.15K ﹤0.01% 1575
2023
Q1 		$2.43K Sell
8
-4
-33% -$1.22K ﹤0.01% 1150
2022
Q4 		$3.4K Sell
12
-5
-29% -$1.33K ﹤0.01% 1007
2022
Q3 		$4K Hold
17
– – ﹤0.01% 836
2022
Q2 		$5K Buy
+17
New +$4.65K ﹤0.01% 734
2021
Q4 		$1K Hold
5
– – ﹤0.01% 1591
2021
Q3 		$1K Buy
+5
New +$1.36K ﹤0.01% 1549

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bell Investment Advisors's SEDG Position: Q4 2024 in Review

Bell Investment Advisors sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 3 shares — an estimated $69 sold.

Bell Investment Advisors first reported a position in SEDG in Q3 2021 and held it in 12 quarters. The position peaked at $5K in Q2 2022. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Bell Investment Advisors reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 3 SolarEdge shares in Q4 2024, an estimated $69.
  • Bell Investment Advisors first reported a position in SolarEdge in Q3 2021 and held it in 12 quarters.
  • Bell Investment Advisors's SolarEdge position peaked at $5K in Q2 2022.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.