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Connectus Wealth’s SolarEdge SEDG Stock Holding History

Connectus Wealth’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
2024
Q1 		$270K Buy
+3,800
New +$274K 0.01% 333
2023
Q4 		– Sell
-2,000
Closed -$259K – 537
2023
Q3 		$259K Buy
+2,000
New +$384K 0.01% 447

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Connectus Wealth's SEDG Position: Q1 2024 in Review

Connectus Wealth opened a new position in SolarEdge (SEDG) in Q1 2024: 3,800 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Connectus Wealth previously reported a position in SEDG as recently as Q3 2023.

Connectus Wealth first reported a position in SEDG in Q3 2023 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Connectus Wealth held 3,800 shares of SolarEdge worth $270K as of Q1 2024.
  • SolarEdge was a new Connectus Wealth position in Q1 2024.
  • SolarEdge made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #333 holding.
  • Connectus Wealth first reported a position in SolarEdge in Q3 2023 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.