Chevy Chase Trust
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Chevy Chase Trust’s SolarEdge SEDG Stock Holding History

Chevy Chase Trust’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
2023
Q4 		– Sell
-31,792
Closed -$4.12M – 634
2023
Q3 		$4.12M Sell
31,792
-622
-2% -$119K 0.02% 508
2023
Q2 		$8.72M Sell
32,414
-68
-0.2% -$19.5K 0.03% 403
2023
Q1 		$9.87M Buy
32,482
+334
+1% +$102K 0.04% 380
2022
Q4 		$9.11M Sell
32,148
-1,823
-5% -$484K 0.04% 389
2022
Q3 		$7.86M Buy
33,971
+522
+2% +$154K 0.03% 416
2022
Q2 		$9.15M Buy
33,449
+1,872
+6% +$512K 0.04% 386
2022
Q1 		$10.2M Buy
31,577
+79
+0.3% +$21.7K 0.04% 407
2021
Q4 		$8.84M Buy
+31,498
New +$9.95M 0.03% 449

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Chevy Chase Trust's SEDG Position: Q4 2023 in Review

Chevy Chase Trust sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 31,792 shares — an estimated $4.12M sold.

Chevy Chase Trust first reported a position in SEDG in Q4 2021 and held it in 8 quarters. The position peaked at $10.2M in Q1 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Chevy Chase Trust reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Chevy Chase Trust sold 31,792 SolarEdge shares in Q4 2023, an estimated $4.12M.
  • Chevy Chase Trust first reported a position in SolarEdge in Q4 2021 and held it in 8 quarters.
  • Chevy Chase Trust's SolarEdge position peaked at $10.2M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Chevy Chase Trust's 13F filing for Q4 2023, filed 24 Jan 2024.