DCM Advisors’s SolarEdge SEDG Stock Holding History

DCM Advisors’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	-1,067	Closed	-$292K	–	216
2022 Q2	$292K	Buy	+1,067	New	+$292K	0.13%	152

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

DCM Advisors's SEDG Position: Q3 2022 in Review

DCM Advisors sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 1,067 shares — an estimated $292K sold.

DCM Advisors first reported a position in SEDG in Q2 2022 and held it in 1 quarter. The position peaked at $292K in Q2 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

DCM Advisors reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
DCM Advisors sold 1,067 SolarEdge shares in Q3 2022, an estimated $292K.
DCM Advisors first reported a position in SolarEdge in Q2 2022 and held it in 1 quarter.
DCM Advisors's SolarEdge position peaked at $292K in Q2 2022.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.