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BOK Financial’s SolarEdge SEDG Stock Holding History

BOK Financial’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
Q3 		– Sell
-2,001
Closed -$538K – 1263
2023
Q2 		$538K Sell
2,001
-1,010
-34% -$290K 0.01% 541
2023
Q1 		$915K Sell
3,011
-365
-11% -$111K 0.02% 470
2022
Q4 		$956K Sell
3,376
-909
-21% -$241K 0.02% 523
2022
Q3 		$992K Buy
4,285
+1,514
+55% +$447K 0.02% 505
2022
Q2 		$758K Buy
2,771
+802
+41% +$219K 0.01% 591
2022
Q1 		$634K Buy
+1,969
New +$541K 0.01% 687

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's SEDG Position: Q3 2023 in Review

BOK Financial sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 2,001 shares — an estimated $538K sold.

BOK Financial first reported a position in SEDG in Q1 2022 and held it in 6 quarters. The position peaked at $992K in Q3 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • BOK Financial reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • BOK Financial sold 2,001 SolarEdge shares in Q3 2023, an estimated $538K.
  • BOK Financial first reported a position in SolarEdge in Q1 2022 and held it in 6 quarters.
  • BOK Financial's SolarEdge position peaked at $992K in Q3 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on BOK Financial's 13F filing for Q3 2023, filed 14 Nov 2023.