Discovery Capital Management’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-44,884
Closed -$12.7M 68
2022
Q4
$12.7M Buy
+44,884
New +$12.7M 1.85% 15
2022
Q3
Sell
-27,300
Closed -$7.47M 65
2022
Q2
$7.47M Buy
+27,300
New +$7.47M 0.96% 24