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Boothe Investment Group’s SolarEdge SEDG Stock Holding History

Boothe Investment Group’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
Q4 		– Sell
-22,353
Closed -$2.9M – 37
2023
Q3 		$2.9M Buy
+22,353
New +$4.29M 1.46% 23
2021
Q1 		– Sell
-20,999
Closed -$6.7M – 38
2020
Q4 		$6.7M Buy
20,999
+176
+0.8% +$48.6K 4.62% 7
2020
Q3 		$4.96M Buy
20,823
+52
+0.3% +$9.99K 4.23% 8
2020
Q2 		$2.88M Buy
+20,771
New +$2.54M 2.55% 20

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Boothe Investment Group's SEDG Position: Q4 2023 in Review

Boothe Investment Group sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 22,353 shares — an estimated $2.9M sold.

Boothe Investment Group first reported a position in SEDG in Q2 2020 and held it in 4 quarters. The position peaked at $6.7M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Boothe Investment Group reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Boothe Investment Group sold 22,353 SolarEdge shares in Q4 2023, an estimated $2.9M.
  • Boothe Investment Group first reported a position in SolarEdge in Q2 2020 and held it in 4 quarters.
  • Boothe Investment Group's SolarEdge position peaked at $6.7M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Boothe Investment Group's 13F filing for Q4 2023, filed 29 Jan 2024.