Bogle Investment Management’s SolarEdge SEDG Stock Holding History

Bogle Investment 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
2020 Q4	–	Sell	-2,100	Closed	-$501K	–	243
2020 Q3	$501K	Sell	2,100 -3,800	-64%	-$730K	0.15%	146
2020 Q2	$819K	Buy	+5,900	New	+$721K	0.14%	175
2020 Q1	–	Sell	-131,916	Closed	-$12.5M	–	344
2019 Q4	$12.5M	Sell	131,916 -2,770	-2%	-$237K	1.17%	23
2019 Q3	$11.3M	Buy	+134,686	New	+$10M	0.97%	48
2018 Q3	–	Sell	-204,268	Closed	-$9.77M	–	324
2018 Q2	$9.77M	Buy	204,268 +11,687	+6%	+$647K	0.71%	67
2018 Q1	$10.1M	Buy	+192,581	New	+$8.44M	0.76%	55
2015 Q4	–	Sell	-37,665	Closed	-$863K	–	436
2015 Q3	$863K	Sell	37,665 -183,171	-83%	-$5.13M	0.06%	271
2015 Q2	$8.03M	Buy	+220,836	New	+$7.11M	0.6%	59

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bogle Investment Management's SEDG Position: Q4 2020 in Review

Bogle Investment Management sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 2,100 shares — an estimated $501K sold.

Bogle Investment Management first reported a position in SEDG in Q2 2015 and held it in 8 quarters. The position peaked at $12.5M in Q4 2019. 556 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

Bogle Investment Management reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
Bogle Investment Management sold 2,100 SolarEdge shares in Q4 2020, an estimated $501K.
Bogle Investment Management first reported a position in SolarEdge in Q2 2015 and held it in 8 quarters.
Bogle Investment Management's SolarEdge position peaked at $12.5M in Q4 2019.
556 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.