Cordatus Wealth Management’s SolarEdge SEDG Stock Holding History

Cordatus Wealth Management’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
2022 Q3	–	Sell	-2,565	Closed	-$702K	–	129
2022 Q2	$702K	Sell	2,565 -980	-28%	-$268K	0.33%	101
2022 Q1	$1.14M	Sell	3,545 -7,617	-68%	-$2.09M	0.4%	95
2021 Q4	$3.13M	Buy	11,162 +1,088	+11%	+$344K	0.92%	30
2021 Q3	$2.67M	Buy	+10,074	New	+$2.74M	2.05%	18
2021 Q1	$2.36M	Buy	8,205 +627	+8%	+$189K	0.9%	34
2020 Q4	$2.42M	Buy	7,578 +6,229	+462%	+$1.72M	1.02%	30
2020 Q3	$322K	Buy	+1,349	New	+$259K	0.16%	118

Other funds holding SEDG

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cordatus Wealth Management's SEDG Position: Q3 2022 in Review

Cordatus Wealth Management sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 2,565 shares — an estimated $702K sold.

Cordatus Wealth Management first reported a position in SEDG in Q3 2020 and held it in 7 quarters. The position peaked at $3.13M in Q4 2021. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Cordatus Wealth Management reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Cordatus Wealth Management sold 2,565 SolarEdge shares in Q3 2022, an estimated $702K.
Cordatus Wealth Management first reported a position in SolarEdge in Q3 2020 and held it in 7 quarters.
Cordatus Wealth Management's SolarEdge position peaked at $3.13M in Q4 2021.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.