Cavalier Investments’s SolarEdge SEDG Stock Holding History

Cavalier Investments’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
2020 Q2	–	Sell	-3,300	Closed	-$270K	–	116
2020 Q1	$270K	Buy	+3,300	New	+$349K	0.16%	94
2018 Q4	–	Sell	-6,400	Closed	-$241K	–	187
2018 Q3	$241K	Buy	+6,400	New	+$308K	0.07%	156
2018 Q2	–	Sell	-20,600	Closed	-$1.08M	–	187
2018 Q1	$1.08M	Buy	+20,600	New	+$903K	0.38%	57

Other funds holding SEDG

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Cavalier Investments's SEDG Position: Q2 2020 in Review

Cavalier Investments sold out of SolarEdge (SEDG) in Q2 2020, closing a stake of 3,300 shares — an estimated $270K sold.

Cavalier Investments first reported a position in SEDG in Q1 2018 and held it in 3 quarters. The position peaked at $1.08M in Q1 2018. 396 funds tracked by Wall St. Rank hold SEDG as of Q2 2020.

Cavalier Investments reported no remaining SolarEdge position as of Q2 2020 after selling out during the quarter.
Cavalier Investments sold 3,300 SolarEdge shares in Q2 2020, an estimated $270K.
Cavalier Investments first reported a position in SolarEdge in Q1 2018 and held it in 3 quarters.
Cavalier Investments's SolarEdge position peaked at $1.08M in Q1 2018.
396 funds tracked by Wall St. Rank held SolarEdge as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.