Capital Investment Services of America’s SolarEdge SEDG Stock Holding History

Capital Investment Services of America’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 Q3	–	Sell	-69,212	Closed	-$1.75M	–	77
2024 Q2	$1.75M	Sell	69,212 -15,854	-19%	-$824K	0.17%	53
2024 Q1	$6.04M	Buy	85,066 +52,545	+162%	+$3.79M	0.58%	42
2023 Q4	$3.04M	Sell	32,521 -16,698	-34%	-$1.52M	0.32%	48
2023 Q3	$6.37M	Sell	49,219 -5,161	-9%	-$990K	0.74%	41
2023 Q2	$14.6M	Buy	54,380 +7,347	+16%	+$2.11M	1.6%	29
2023 Q1	$14.3M	Sell	47,033 -841	-2%	-$256K	1.73%	29
2022 Q4	$13.6M	Sell	47,874 -372	-0.8%	-$98.7K	1.8%	28
2022 Q3	$11.2M	Sell	48,246 -90	-0.2%	-$26.5K	1.52%	32
2022 Q2	$13.2M	Buy	+48,336	New	+$13.2M	1.72%	29

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Investment Services of America's SEDG Position: Q3 2024 in Review

Capital Investment Services of America sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 69,212 shares — an estimated $1.75M sold.

Capital Investment Services of America first reported a position in SEDG in Q2 2022 and held it in 9 quarters. The position peaked at $14.6M in Q2 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Capital Investment Services of America reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
Capital Investment Services of America sold 69,212 SolarEdge shares in Q3 2024, an estimated $1.75M.
Capital Investment Services of America first reported a position in SolarEdge in Q2 2022 and held it in 9 quarters.
Capital Investment Services of America's SolarEdge position peaked at $14.6M in Q2 2023.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Capital Investment Services of America's 13F filing for Q3 2024, filed 30 Oct 2024.