Carmichael Hill & Associates’s SolarEdge SEDG Stock Holding History

Carmichael Hill & Associates’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	–	Hold	0	–	–	–	700
2024 Q2	–	Hold	0	–	–	–	685
2024 Q1	–	Hold	0	–	–	–	602
2023 Q4	–	Hold	0	–	–	–	489
2023 Q3	–	Hold	0	–	–	–	432
2023 Q2	–	Hold	0	–	–	–	429
2023 Q1	–	Hold	0	–	–	–	398
2022 Q4	–	Hold	0	–	–	–	217
2022 Q3	–	Hold	0	–	–	–	275
2022 Q2	–	Sell	-300	Closed	-$82K	–	258
2022 Q1	$96K	Sell	300 -200	-40%	-$54.9K	0.04%	252
2021 Q4	$140K	Hold	500	–	–	0.06%	219
2021 Q3	$133K	Hold	500	–	–	0.07%	215
2021 Q2	$138K	Hold	500	–	–	0.07%	200
2021 Q1	$143K	Buy	500 +200	+67%	+$60.3K	0.08%	188
2020 Q4	$96K	Hold	300	–	–	0.06%	232
2020 Q3	$72K	Hold	300	–	–	0.05%	254
2020 Q2	$42K	Hold	300	–	–	0.03%	297
2020 Q1	$25K	Hold	300	–	–	0.02%	345
2019 Q4	$29K	Buy	+300	New	+$25.7K	0.02%	346

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Carmichael Hill & Associates's SEDG Position: Q3 2024 in Review

Carmichael Hill & Associates held its SolarEdge (SEDG) position steady in Q3 2024 at 5 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Carmichael Hill & Associates first reported a position in SEDG in Q4 2020 and has held it in 16 quarters since. The position peaked at $21.5K in Q2 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Carmichael Hill & Associates held 5 shares of SolarEdge worth $115 as of Q3 2024.
Carmichael Hill & Associates left its SolarEdge share count unchanged in Q3 2024.
SolarEdge made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #766 holding.
Carmichael Hill & Associates first reported a position in SolarEdge in Q4 2020 and has held it in 16 quarters since.
Carmichael Hill & Associates's SolarEdge position peaked at $21.5K in Q2 2023.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.