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CSat Investment Advisory’s SolarEdge SEDG Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-2,984
Closed -$711K – 883
2020
Q3 		$711K Sell
2,984
-235
-7% -$45.2K 0.06% 148
2020
Q2 		$447K Buy
3,219
+1,239
+63% +$151K 0.05% 195
2020
Q1 		$162K Buy
1,980
+1,785
+915% +$189K 0.03% 270
2019
Q4 		$19K Buy
+195
New +$16.7K 0.01% 805

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CSat Investment Advisory's SEDG Position: Q4 2020 in Review

CSat Investment Advisory sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 2,984 shares — an estimated $711K sold.

CSat Investment Advisory first reported a position in SEDG in Q4 2019 and held it in 4 quarters. The position peaked at $711K in Q3 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

  • CSat Investment Advisory reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 2,984 SolarEdge shares in Q4 2020, an estimated $711K.
  • CSat Investment Advisory first reported a position in SolarEdge in Q4 2019 and held it in 4 quarters.
  • CSat Investment Advisory's SolarEdge position peaked at $711K in Q3 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.