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Berman Capital Advisors’s SolarEdge SEDG Stock Holding History

Berman Capital 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
2021
Q3 		– Sell
-6
Closed -$1K – 2207
2021
Q2 		$1K Sell
6
-44
-88% -$11.1K ﹤0.01% 1798
2021
Q1 		$13K Buy
+50
New +$15.1K ﹤0.01% 945

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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

Berman Capital Advisors's SEDG Position: Q3 2021 in Review

Berman Capital Advisors sold out of SolarEdge (SEDG) in Q3 2021, closing a stake of 6 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in SEDG in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

  • Berman Capital Advisors reported no remaining SolarEdge position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 6 SolarEdge shares in Q3 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in SolarEdge in Q1 2021 and held it in 2 quarters.
  • Berman Capital Advisors's SolarEdge position peaked at $13K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.