Buffington Mohr McNeal’s SolarEdge SEDG Stock Holding History

Buffington Mohr McNeal’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 Q3	–	Sell	-3,541	Closed	-$953K	–	126
2023 Q2	$953K	Hold	3,541	–	–	0.21%	69
2023 Q1	$1.08M	Hold	3,541	–	–	0.25%	65
2022 Q4	$1M	Sell	3,541 -800	-18%	-$212K	0.23%	71
2022 Q3	$1M	Hold	4,341	–	–	0.24%	68
2022 Q2	$1.19M	Hold	4,341	–	–	0.26%	66
2022 Q1	$1.4M	Hold	4,341	–	–	0.26%	59
2021 Q4	$1.22M	Hold	4,341	–	–	0.21%	70
2021 Q3	$1.15M	Hold	4,341	–	–	0.22%	66
2021 Q2	$1.2M	Hold	4,341	–	–	0.24%	65
2021 Q1	$1.25M	Buy	4,341 +6	+0.1%	+$1.81K	0.27%	59
2020 Q4	$1.38M	Sell	4,335 -3,545	-45%	-$980K	0.32%	50
2020 Q3	$1.88M	Hold	7,880	–	–	0.5%	41
2020 Q2	$1.09M	Hold	7,880	–	–	0.31%	56
2020 Q1	$645K	Hold	7,880	–	–	0.21%	70
2019 Q4	$749K	Buy	7,880 +2,330	+42%	+$199K	0.21%	75
2019 Q3	$465K	Hold	5,550	–	–	0.14%	90
2019 Q2	$347K	Buy	5,550 +1,000	+22%	+$50.5K	0.11%	102
2019 Q1	$171K	Buy	+4,550	New	+$182K	0.06%	127

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buffington Mohr McNeal's SEDG Position: Q3 2023 in Review

Buffington Mohr McNeal sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 3,541 shares — an estimated $953K sold.

Buffington Mohr McNeal first reported a position in SEDG in Q1 2019 and held it in 18 quarters. The position peaked at $1.88M in Q3 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Buffington Mohr McNeal reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Buffington Mohr McNeal sold 3,541 SolarEdge shares in Q3 2023, an estimated $953K.
Buffington Mohr McNeal first reported a position in SolarEdge in Q1 2019 and held it in 18 quarters.
Buffington Mohr McNeal's SolarEdge position peaked at $1.88M in Q3 2020.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Buffington Mohr McNeal's 13F filing for Q3 2023, filed 25 Oct 2023.