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Brendel Financial Advisors’s SolarEdge SEDG Stock Holding History

Brendel Financial Advisors’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
2021
Q4 		– Sell
-1,191
Closed -$316K – 115
2021
Q3 		$316K Buy
1,191
+1,165
+4,481% +$317K 0.38% 47
2021
Q2 		$7K Buy
+26
New +$6.55K ﹤0.01% 222
2020
Q3 		– Sell
-15,058
Closed -$2.09M – 83
2020
Q2 		$2.09M Buy
+15,058
New +$1.84M 1.8% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brendel Financial Advisors's SEDG Position: Q4 2021 in Review

Brendel Financial Advisors sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 1,191 shares — an estimated $316K sold.

Brendel Financial Advisors first reported a position in SEDG in Q2 2020 and held it in 3 quarters. The position peaked at $2.09M in Q2 2020. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

  • Brendel Financial Advisors reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 1,191 SolarEdge shares in Q4 2021, an estimated $316K.
  • Brendel Financial Advisors first reported a position in SolarEdge in Q2 2020 and held it in 3 quarters.
  • Brendel Financial Advisors's SolarEdge position peaked at $2.09M in Q2 2020.
  • 602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Brendel Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.