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Cascade Investment Advisors’s SolarEdge SEDG Stock Holding History

Cascade Investment Advisors’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
Q2 		– Sell
-11,753
Closed -$834K – 116
2024
Q1 		$834K Buy
11,753
+1,380
+13% +$99.6K 0.54% 87
2023
Q4 		$971K Buy
10,373
+3,855
+59% +$351K 0.69% 74
2023
Q3 		$844K Buy
6,518
+1,665
+34% +$319K 0.67% 78
2023
Q2 		$1.31M Buy
4,853
+98
+2% +$28.1K 0.97% 44
2023
Q1 		$1.45M Sell
4,755
-10
-0.2% -$3.05K 1.14% 33
2022
Q4 		$1.35M Sell
4,765
-22
-0.5% -$5.84K 1.12% 36
2022
Q3 		$1.1M Buy
4,787
+10
+0.2% +$2.95K 0.95% 57
2022
Q2 		$1.31M Sell
4,777
-10
-0.2% -$2.73K 1.03% 34
2022
Q1 		$1.54M Sell
4,787
-255
-5% -$70K 0.94% 37
2021
Q4 		$1.41M Hold
5,042
– – 0.83% 63
2021
Q3 		$1.34M Sell
5,042
-1,000
-17% -$272K 0.87% 52
2021
Q2 		$1.67M Sell
6,042
-13
-0.2% -$3.27K 1.05% 29
2021
Q1 		$1.74M Sell
6,055
-74
-1% -$22.3K 1.13% 22
2020
Q4 		$1.96M Sell
6,129
-3,776
-38% -$1.04M 1.43% 8
2020
Q3 		$2.36M Sell
9,905
-4,480
-31% -$861K 2% 4
2020
Q2 		$2M Sell
14,385
-770
-5% -$94.2K 1.89% 4
2020
Q1 		$1.24M Sell
15,155
-6,635
-30% -$702K 1.37% 16
2019
Q4 		$2.07M Sell
21,790
-2,345
-10% -$201K 1.58% 6
2019
Q3 		$2.02M Sell
24,135
-975
-4% -$72.7K 1.56% 7
2019
Q2 		$1.57M Buy
25,110
+275
+1% +$13.9K 1.33% 14
2019
Q1 		$936K Buy
24,835
+1,225
+5% +$48.9K 0.84% 60
2018
Q4 		$829K Buy
23,610
+1,685
+8% +$64.5K 0.84% 55
2018
Q3 		$825K Buy
21,925
+4,010
+22% +$193K 0.7% 72
2018
Q2 		$857K Sell
17,915
-6,110
-25% -$338K 0.77% 66
2018
Q1 		$1.26M Sell
24,025
-6,850
-22% -$300K 0.99% 46
2017
Q4 		$1.16M Sell
30,875
-11,375
-27% -$392K 0.92% 54
2017
Q3 		$1.21M Buy
42,250
+100
+0.2% +$2.52K 1.01% 44
2017
Q2 		$843K Buy
+42,150
New +$747K 0.72% 70

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cascade Investment Advisors's SEDG Position: Q2 2024 in Review

Cascade Investment Advisors sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 11,753 shares — an estimated $834K sold.

Cascade Investment Advisors first reported a position in SEDG in Q2 2017 and held it in 28 quarters. The position peaked at $2.36M in Q3 2020. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Cascade Investment Advisors reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Cascade Investment Advisors sold 11,753 SolarEdge shares in Q2 2024, an estimated $834K.
  • Cascade Investment Advisors first reported a position in SolarEdge in Q2 2017 and held it in 28 quarters.
  • Cascade Investment Advisors's SolarEdge position peaked at $2.36M in Q3 2020.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Cascade Investment Advisors's 13F filing for Q2 2024, filed 8 Jul 2024.