Chase Investment Counsel’s SolarEdge SEDG Stock Holding History

Chase Investment Counsel’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
2021 Q2	–	Sell	-4,890	Closed	-$1.41M	–	115
2021 Q1	$1.41M	Sell	4,890 -120	-2%	-$36.2K	0.64%	54
2020 Q4	$1.6M	Hold	5,010	–	–	0.7%	49
2020 Q3	$1.19M	Buy	+5,010	New	+$963K	0.6%	54

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

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

HIIFS

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

Chase Investment Counsel's SEDG Position: Q2 2021 in Review

Chase Investment Counsel sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 4,890 shares — an estimated $1.41M sold.

Chase Investment Counsel first reported a position in SEDG in Q3 2020 and held it in 3 quarters. The position peaked at $1.6M in Q4 2020. 549 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

Chase Investment Counsel reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
Chase Investment Counsel sold 4,890 SolarEdge shares in Q2 2021, an estimated $1.41M.
Chase Investment Counsel first reported a position in SolarEdge in Q3 2020 and held it in 3 quarters.
Chase Investment Counsel's SolarEdge position peaked at $1.6M in Q4 2020.
549 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on Chase Investment Counsel's 13F filing for Q2 2021, filed 29 Jul 2021.