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Disciplined Investments’s SolarEdge SEDG Stock Holding History

Disciplined Investments’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
-3
Closed -$807 – 1289
2023
Q2 		$807 Sell
3
-1
-25% -$287 ﹤0.01% 1051
2023
Q1 		$1.22K Hold
4
– – ﹤0.01% 875
2022
Q4 		$1.13K Buy
4
+2
+100% +$531 ﹤0.01% 852
2022
Q3 		$0 Sell
2
-1
-33% -$295 ﹤0.01% 1569
2022
Q2 		$1K Sell
3
-1
-25% -$273 ﹤0.01% 1092
2022
Q1 		$1K Buy
+4
New +$1.1K ﹤0.01% 1160

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's SEDG Position: Q3 2023 in Review

Disciplined Investments sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 3 shares — an estimated $807 sold.

Disciplined Investments first reported a position in SEDG in Q1 2022 and held it in 6 quarters. The position peaked at $1.22K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Disciplined Investments reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 SolarEdge shares in Q3 2023, an estimated $807.
  • Disciplined Investments first reported a position in SolarEdge in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's SolarEdge position peaked at $1.22K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.