CVA Family Office’s SolarEdge SEDG Stock Holding History

CVA Family Office’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	-22	Closed	-$5.92K	–	816
2023 Q2	$5.92K	Buy	22 +2	+10%	+$574	﹤0.01%	782
2023 Q1	$6.08K	Hold	20	–	–	﹤0.01%	751
2022 Q4	$5.67K	Sell	20 -30	-60%	-$7.96K	﹤0.01%	726
2022 Q3	$12K	Hold	50	–	–	﹤0.01%	608
2022 Q2	$14K	Hold	50	–	–	﹤0.01%	606
2022 Q1	$16K	Buy	50 +20	+67%	+$5.49K	﹤0.01%	615
2021 Q4	$8K	Buy	+30	New	+$9.47K	﹤0.01%	693
2021 Q3	–	Sell	-30	Closed	-$8K	–	791
2021 Q2	$8K	Buy	+30	New	+$7.56K	﹤0.01%	705

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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 $1.02T AUM 30.18% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CVA Family Office's SEDG Position: Q3 2023 in Review

CVA Family Office sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 22 shares — an estimated $5.92K sold.

CVA Family Office first reported a position in SEDG in Q2 2021 and held it in 8 quarters. The position peaked at $16K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

CVA Family Office reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
CVA Family Office sold 22 SolarEdge shares in Q3 2023, an estimated $5.92K.
CVA Family Office first reported a position in SolarEdge in Q2 2021 and held it in 8 quarters.
CVA Family Office's SolarEdge position peaked at $16K in Q1 2022.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on CVA Family Office's 13F filing for Q3 2023, filed 11 Oct 2023.