Discovery Capital Management’s SolarEdge SEDG Stock Holding History

Discovery Capital Management’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	-44,884	Closed	-$12.7M	–	74
2022 Q4	$12.7M	Buy	+44,884	New	+$11.9M	1.85%	15
2022 Q3	–	Sell	-27,300	Closed	-$7.47M	–	67
2022 Q2	$7.47M	Buy	+27,300	New	+$7.47M	0.96%	25

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $141B AUM 34.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Discovery Capital Management's SEDG Position: Q1 2023 in Review

Discovery Capital Management sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 44,884 shares — an estimated $12.7M sold.

Discovery Capital Management first reported a position in SEDG in Q2 2022 and held it in 2 quarters. The position peaked at $12.7M in Q4 2022. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

Discovery Capital Management reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
Discovery Capital Management sold 44,884 SolarEdge shares in Q1 2023, an estimated $12.7M.
Discovery Capital Management first reported a position in SolarEdge in Q2 2022 and held it in 2 quarters.
Discovery Capital Management's SolarEdge position peaked at $12.7M in Q4 2022.
686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Discovery Capital Management's 13F filing for Q1 2023, filed 15 May 2023.