CIBC World Markets’s SolarEdge SEDG Stock Holding History

CIBC World Markets’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	-3,122	Closed	-$404K	–	764
2023 Q3	$404K	Sell	3,122 -3,490	-53%	-$670K	﹤0.01%	588
2023 Q2	$1.78M	Buy	6,612 +523	+9%	+$150K	0.01%	476
2023 Q1	$1.85M	Sell	6,089 -3,055	-33%	-$931K	0.03%	377
2022 Q4	$2.59M	Buy	9,144 +4,787	+110%	+$1.27M	0.02%	437
2022 Q3	$1.01M	Sell	4,357 -3,074	-41%	-$907K	0.01%	369
2022 Q2	$2.03M	Buy	7,431 +4,237	+133%	+$1.16M	0.02%	388
2022 Q1	$1.03M	Buy	3,194 +1,321	+71%	+$363K	0.01%	512
2021 Q4	$526K	Buy	+1,873	New	+$591K	﹤0.01%	546
2021 Q2	–	Sell	-5,539	Closed	-$1.59M	–	891
2021 Q1	$1.59M	Buy	+5,539	New	+$1.67M	0.01%	495

Other funds holding SEDG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

CIBC World Markets's SEDG Position: Q4 2023 in Review

CIBC World Markets sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 3,122 shares — an estimated $404K sold.

CIBC World Markets first reported a position in SEDG in Q1 2021 and held it in 9 quarters. The position peaked at $2.59M in Q4 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

CIBC World Markets reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
CIBC World Markets sold 3,122 SolarEdge shares in Q4 2023, an estimated $404K.
CIBC World Markets first reported a position in SolarEdge in Q1 2021 and held it in 9 quarters.
CIBC World Markets's SolarEdge position peaked at $2.59M in Q4 2022.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on CIBC World Markets's 13F filing for Q4 2023, filed 13 Feb 2024.