Cerity Partners
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Cerity Partners’s SolarEdge SEDG Stock Holding History

Cerity Partners’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
-7,238
Closed -$514K – 2391
2024
Q1 		$514K Buy
+7,238
New +$522K ﹤0.01% 1584
2023
Q3 		– Sell
-22,664
Closed -$6.1M – 1666
2023
Q2 		$6.1M Sell
22,664
-306
-1% -$87.7K 0.02% 456
2023
Q1 		$6.98M Buy
22,970
+850
+4% +$259K 0.02% 431
2022
Q4 		$6.27M Buy
22,120
+849
+4% +$225K 0.04% 330
2022
Q3 		$4.92M Sell
21,271
-1,744
-8% -$514K 0.06% 235
2022
Q2 		$6.3M Sell
23,015
-15,803
-41% -$4.32M 0.07% 223
2022
Q1 		$12.5M Buy
38,818
+165
+0.4% +$45.3K 0.19% 103
2021
Q4 		$10.8M Buy
38,653
+485
+1% +$153K 0.17% 115
2021
Q3 		$10.1M Sell
38,168
-384
-1% -$105K 0.22% 97
2021
Q2 		$10.7M Buy
38,552
+27,032
+235% +$6.81M 0.23% 88
2021
Q1 		$3.31M Buy
11,520
+2,594
+29% +$782K 0.08% 185
2020
Q4 		$2.85M Buy
8,926
+738
+9% +$204K 0.09% 170
2020
Q3 		$1.95M Buy
+8,188
New +$1.57M 0.08% 170

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 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 $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners's SEDG Position: Q2 2024 in Review

Cerity Partners sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 7,238 shares — an estimated $514K sold.

Cerity Partners first reported a position in SEDG in Q3 2020 and held it in 13 quarters. The position peaked at $12.5M in Q1 2022. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Cerity Partners reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 7,238 SolarEdge shares in Q2 2024, an estimated $514K.
  • Cerity Partners first reported a position in SolarEdge in Q3 2020 and held it in 13 quarters.
  • Cerity Partners's SolarEdge position peaked at $12.5M in Q1 2022.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.