Caption Management’s SolarEdge SEDG Stock Holding History

Caption 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
2022 Q4	–	Sell	-1,500	Closed	-$347K	–	1670
2022 Q3	$347K	Buy	+1,500	New	+$442K	﹤0.01%	1147
2021 Q1	–	Sell	-38,800	Closed	-$12.4M	–	1344
2020 Q4	$12.4M	Sell	38,800 -36,800	-49%	-$10.2M	0.28%	90
2020 Q3	$18M	Buy	+75,600	New	+$14.5M	0.42%	39
2020 Q2	–	Sell	-119,000	Closed	-$9.74M	–	1160
2020 Q1	$9.74M	Buy	+119,000	New	+$12.6M	0.55%	26

Other funds holding SEDG

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Caption Management's SEDG Position: Q3 2025 in Review

Caption Management sold out of SolarEdge (SEDG) in Q3 2025, closing a stake of 82,925 shares — an estimated $1.69M sold.

Caption Management first reported a position in SEDG in Q2 2018 and held it in 8 quarters. The position peaked at $22.3M in Q4 2020. 315 funds tracked by Wall St. Rank hold SEDG as of Q3 2025.

Caption Management reported no remaining SolarEdge position as of Q3 2025 after selling out during the quarter.
Caption Management sold 82,925 SolarEdge shares in Q3 2025, an estimated $1.69M.
Caption Management first reported a position in SolarEdge in Q2 2018 and held it in 8 quarters.
Caption Management's SolarEdge position peaked at $22.3M in Q4 2020.
315 funds tracked by Wall St. Rank held SolarEdge as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.