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Charter Oak Capital Management’s SolarEdge SEDG Stock Holding History

Charter Oak Capital Management’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
2022
Q2 		– Sell
-37
Closed -$12K – 1000
2022
Q1 		$12K Buy
+37
New +$10.2K ﹤0.01% 599

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State Street
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Swedbank
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Charter Oak Capital Management's SEDG Position: Q2 2022 in Review

Charter Oak Capital Management sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 37 shares — an estimated $12K sold.

Charter Oak Capital Management first reported a position in SEDG in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

  • Charter Oak Capital Management reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 37 SolarEdge shares in Q2 2022, an estimated $12K.
  • Charter Oak Capital Management first reported a position in SolarEdge in Q1 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's SolarEdge position peaked at $12K in Q1 2022.
  • 637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.