Covestor’s SolarEdge SEDG Stock Holding History

Covestor’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 Q1	–	Sell	-7	Closed	-$2K	–	2515
2022 Q4	$2K	Hold	7	–	–	﹤0.01%	1804
2022 Q3	$2K	Sell	7 -10	-59%	-$2.95K	﹤0.01%	1731
2022 Q2	$5K	Sell	17 -34	-67%	-$9.3K	﹤0.01%	1424
2022 Q1	$16K	Buy	+51	New	+$14K	0.01%	1133

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Covestor's SEDG Position: Q1 2023 in Review

Covestor sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 7 shares — an estimated $2K sold.

Covestor first reported a position in SEDG in Q1 2022 and held it in 4 quarters. The position peaked at $16K in Q1 2022. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

Covestor reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
Covestor sold 7 SolarEdge shares in Q1 2023, an estimated $2K.
Covestor first reported a position in SolarEdge in Q1 2022 and held it in 4 quarters.
Covestor's SolarEdge position peaked at $16K in Q1 2022.
686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.