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Bradley Foster & Sargent’s SolarEdge SEDG Stock Holding History

Bradley Foster & Sargent’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
-3,172
Closed -$853K – 441
2023
Q3 		$853K Hold
3,172
– – 0.02% 283
2023
Q2 		$853K Sell
3,172
-24
-0.8% -$6.88K 0.02% 283
2023
Q1 		$972K Sell
3,196
-105
-3% -$32K 0.02% 249
2022
Q4 		$935K Sell
3,301
-1,260
-28% -$334K 0.02% 253
2022
Q3 		$1.06M Sell
4,561
-150
-3% -$44.2K 0.03% 222
2022
Q2 		$1.29M Buy
4,711
+605
+15% +$165K 0.03% 212
2022
Q1 		$1.32M Sell
4,106
-269
-6% -$73.9K 0.03% 238
2021
Q4 		$1.23M Buy
4,375
+54
+1% +$17.1K 0.03% 231
2021
Q3 		$1.15M Buy
4,321
+30
+0.7% +$8.17K 0.03% 223
2021
Q2 		$1.19M Sell
4,291
-10
-0.2% -$2.52K 0.03% 221
2021
Q1 		$1.24M Sell
4,301
-552
-11% -$166K 0.03% 213
2020
Q4 		$1.55M Sell
4,853
-1,280
-21% -$354K 0.04% 188
2020
Q3 		$1.46M Buy
+6,133
New +$1.18M 0.04% 179
2020
Q1 		$606K Sell
7,400
-365
-5% -$38.6K 0.02% 218
2019
Q4 		$738K Hold
7,765
– – 0.02% 241
2019
Q3 		$650K Buy
7,765
+100
+1% +$7.46K 0.02% 241
2019
Q2 		$479K Buy
+7,665
New +$387K 0.02% 265
2018
Q2 		– Sell
-25,745
Closed -$1.35M – 371
2018
Q1 		$1.35M Sell
25,745
-11,670
-31% -$512K 0.05% 193
2017
Q4 		$1.41M Hold
37,415
– – 0.05% 190
2017
Q3 		$1.07M Hold
37,415
– – 0.04% 209
2017
Q2 		$748K Buy
+37,415
New +$663K 0.03% 229
2016
Q3 		– Sell
-12,000
Closed -$235K – 345
2016
Q2 		$235K Sell
12,000
-10,800
-47% -$243K 0.01% 310
2016
Q1 		$573K Buy
+22,800
New +$596K 0.03% 233

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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bradley Foster & Sargent's SEDG Position: Q4 2023 in Review

Bradley Foster & Sargent sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 3,172 shares — an estimated $853K sold.

Bradley Foster & Sargent first reported a position in SEDG in Q1 2016 and held it in 23 quarters. The position peaked at $1.55M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Bradley Foster & Sargent reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Bradley Foster & Sargent sold 3,172 SolarEdge shares in Q4 2023, an estimated $853K.
  • Bradley Foster & Sargent first reported a position in SolarEdge in Q1 2016 and held it in 23 quarters.
  • Bradley Foster & Sargent's SolarEdge position peaked at $1.55M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Bradley Foster & Sargent's 13F filing for Q4 2023, filed 14 Feb 2024.