Brinker Capital Investments’s SolarEdge SEDG Stock Holding History

Brinker Capital Investments’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	-3,961	Closed	-$513K	–	1739
2023 Q3	$513K	Sell	3,961 -326	-8%	-$62.5K	0.01%	1196
2023 Q2	$1.15M	Sell	4,287 -96	-2%	-$27.5K	0.01%	891
2023 Q1	$1.33M	Sell	4,383 -52	-1%	-$15.9K	0.02%	760
2022 Q4	$1.26M	Sell	4,435 -725	-14%	-$192K	0.03%	653
2022 Q3	$1.19M	Sell	5,160 -227	-4%	-$67K	0.02%	638
2022 Q2	$1.47M	Buy	5,387 +516	+11%	+$141K	0.03%	599
2022 Q1	$1.57M	Buy	+4,871	New	+$1.34M	0.02%	627
2021 Q2	–	Sell	-7,342	Closed	-$2.11M	–	1350
2021 Q1	$2.11M	Sell	7,342 -8,874	-55%	-$2.68M	0.03%	496
2020 Q4	$5.17M	Buy	16,216 +7,391	+84%	+$2.04M	0.08%	301
2020 Q3	$2.1M	Buy	+8,825	New	+$1.7M	0.04%	457

Other funds holding SEDG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Brinker Capital Investments's SEDG Position: Q4 2023 in Review

Brinker Capital Investments sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 3,961 shares — an estimated $513K sold.

Brinker Capital Investments first reported a position in SEDG in Q3 2020 and held it in 10 quarters. The position peaked at $5.17M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Brinker Capital Investments reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 3,961 SolarEdge shares in Q4 2023, an estimated $513K.
Brinker Capital Investments first reported a position in SolarEdge in Q3 2020 and held it in 10 quarters.
Brinker Capital Investments's SolarEdge position peaked at $5.17M in Q4 2020.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.