Cary Street Partners Investment Advisory’s SolarEdge SEDG Stock Holding History

Cary Street Partners Investment Advisory’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 Q1	–	Sell	-8,417	Closed	-$788K	–	714
2023 Q4	$788K	Sell	8,417 -12,228	-59%	-$1.11M	0.04%	348
2023 Q3	$2.67M	Buy	20,645 +334	+2%	+$64.1K	0.14%	180
2023 Q2	$5.46M	Sell	20,311 -1,135	-5%	-$325K	0.35%	76
2023 Q1	$6.52M	Sell	21,446 -569	-3%	-$173K	0.47%	59
2022 Q4	$6.24M	Sell	22,015 -12,081	-35%	-$3.21M	0.46%	63
2022 Q3	$7.89M	Buy	34,096 +2,488	+8%	+$734K	0.65%	46
2022 Q2	$8.65M	Buy	+31,608	New	+$8.64M	0.73%	38

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's SEDG Position: Q1 2024 in Review

Cary Street Partners Investment Advisory sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 8,417 shares — an estimated $788K sold.

Cary Street Partners Investment Advisory first reported a position in SEDG in Q2 2022 and held it in 7 quarters. The position peaked at $8.65M in Q2 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Cary Street Partners Investment Advisory reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 8,417 SolarEdge shares in Q1 2024, an estimated $788K.
Cary Street Partners Investment Advisory first reported a position in SolarEdge in Q2 2022 and held it in 7 quarters.
Cary Street Partners Investment Advisory's SolarEdge position peaked at $8.65M in Q2 2022.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2024, filed 30 Apr 2024.