Concourse Financial Group Securities’s SolarEdge SEDG Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-472	Closed	-$90.6K	–	2404
2023 Q2	$127K	Buy	472 +296	+168%	+$84.9K	0.01%	788
2023 Q1	$53.5K	Hold	176	–	–	﹤0.01%	1064
2022 Q4	$49.9K	Hold	176	–	–	﹤0.01%	1069
2022 Q3	$41K	Buy	176 +33	+23%	+$9.73K	﹤0.01%	1027
2022 Q2	$39K	Hold	143	–	–	﹤0.01%	1188
2022 Q1	$46K	Sell	143 -11	-7%	-$3.02K	﹤0.01%	1174
2021 Q4	$43K	Hold	154	–	–	﹤0.01%	1347
2021 Q3	$41K	Hold	154	–	–	﹤0.01%	1397
2021 Q2	$43K	Hold	154	–	–	﹤0.01%	1370
2021 Q1	$44K	Sell	154 -10	-6%	-$3.02K	﹤0.01%	1271
2020 Q4	$52K	Sell	164 -26	-14%	-$7.19K	﹤0.01%	1141
2020 Q3	$45K	Sell	190 -22	-10%	-$4.23K	﹤0.01%	1102
2020 Q2	$29K	Buy	212 +14	+7%	+$1.71K	﹤0.01%	1162
2020 Q1	$16K	Buy	198 +28	+16%	+$2.96K	﹤0.01%	1326
2019 Q4	$16K	Buy	170 +77	+83%	+$6.58K	﹤0.01%	1321
2019 Q3	$8K	Buy	+93	New	+$6.93K	﹤0.01%	1218

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concourse Financial Group Securities's SEDG Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 472 shares — an estimated $90.6K sold.

Concourse Financial Group Securities first reported a position in SEDG in Q3 2019 and held it in 16 quarters. The position peaked at $127K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Concourse Financial Group Securities reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 472 SolarEdge shares in Q3 2023, an estimated $90.6K.
Concourse Financial Group Securities first reported a position in SolarEdge in Q3 2019 and held it in 16 quarters.
Concourse Financial Group Securities's SolarEdge position peaked at $127K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.