Belpointe Asset Management’s SolarEdge SEDG Stock Holding History

Belpointe 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
2023 Q2	–	Sell	-922	Closed	-$280K	–	2872
2023 Q1	$280K	Buy	922 +69	+8%	+$21K	0.02%	788
2022 Q4	$242K	Sell	853 -351	-29%	-$93.1K	0.01%	809
2022 Q3	$278K	Buy	1,204 +9	+0.8%	+$2.65K	0.02%	712
2022 Q2	$328K	Buy	1,195 +122	+11%	+$33.4K	0.02%	640
2022 Q1	$346K	Sell	1,073 -543	-34%	-$149K	0.02%	666
2021 Q4	$454K	Sell	1,616 -26	-2%	-$8.21K	0.03%	549
2021 Q3	$437K	Buy	1,642 +96	+6%	+$26.1K	0.03%	550
2021 Q2	$428K	Buy	1,546 +654	+73%	+$165K	0.03%	546
2021 Q1	$256K	Sell	892 -252	-22%	-$76K	0.02%	654
2020 Q4	$365K	Sell	1,144 -57	-5%	-$15.8K	0.03%	493
2020 Q3	$286K	Buy	1,201 +385	+47%	+$74K	0.03%	452
2020 Q2	$113K	Buy	+816	New	+$99.8K	0.01%	684
2018 Q4	–	Sell	-3,810	Closed	-$143K	–	612
2018 Q3	$143K	Sell	3,810 -7,494	-66%	-$361K	0.02%	543
2018 Q2	$541K	Sell	11,304 -452	-4%	-$25K	0.15%	149
2018 Q1	$618K	Buy	+11,756	New	+$515K	0.18%	119

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Belpointe Asset Management's SEDG Position: Q2 2023 in Review

Belpointe Asset Management sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 922 shares — an estimated $280K sold.

Belpointe Asset Management first reported a position in SEDG in Q1 2018 and held it in 15 quarters. The position peaked at $618K in Q1 2018. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Belpointe Asset Management reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 922 SolarEdge shares in Q2 2023, an estimated $280K.
Belpointe Asset Management first reported a position in SolarEdge in Q1 2018 and held it in 15 quarters.
Belpointe Asset Management's SolarEdge position peaked at $618K in Q1 2018.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.