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Brookstone Capital Management’s SolarEdge SEDG Stock Holding History

Brookstone Capital Management’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
2024
Q2 		– Sell
-4,932
Closed -$350K – 1003
2024
Q1 		$350K Buy
+4,932
New +$356K 0.01% 712

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brookstone Capital Management's SEDG Position: Q2 2024 in Review

Brookstone Capital Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 4,932 shares — an estimated $350K sold.

Brookstone Capital Management first reported a position in SEDG in Q1 2024 and held it in 1 quarter. The position peaked at $350K in Q1 2024. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Brookstone Capital Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 4,932 SolarEdge shares in Q2 2024, an estimated $350K.
  • Brookstone Capital Management first reported a position in SolarEdge in Q1 2024 and held it in 1 quarter.
  • Brookstone Capital Management's SolarEdge position peaked at $350K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Brookstone Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.