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BFSG LLC’s SolarEdge SEDG Stock Holding History

BFSG LLC’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
2022
Q1 		– Sell
-5,639
Closed -$1.58M – 228
2021
Q4 		$1.58M Sell
5,639
-145
-3% -$45.8K 0.22% 114
2021
Q3 		$1.53M Buy
+5,784
New +$1.57M 0.23% 112
2021
Q2 		– Sell
-5,779
Closed -$1.66M – 189
2021
Q1 		$1.66M Sell
5,779
-72
-1% -$21.7K 0.27% 101
2020
Q4 		$1.87M Buy
+5,851
New +$1.62M 0.31% 94

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFSG LLC's SEDG Position: Q1 2022 in Review

BFSG LLC sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 5,639 shares — an estimated $1.58M sold.

BFSG LLC first reported a position in SEDG in Q4 2020 and held it in 4 quarters. The position peaked at $1.87M in Q4 2020. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

  • BFSG LLC reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
  • BFSG LLC sold 5,639 SolarEdge shares in Q1 2022, an estimated $1.58M.
  • BFSG LLC first reported a position in SolarEdge in Q4 2020 and held it in 4 quarters.
  • BFSG LLC's SolarEdge position peaked at $1.87M in Q4 2020.
  • 655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on BFSG LLC's 13F filing for Q1 2022, filed 4 May 2022.