Dixon Hubard Feinour & Brown’s SolarEdge SEDG Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$9.34M	Buy	34,115 +367	+1%	+$100K	1.11%	25
2022 Q1	$10.9M	Buy	33,748 +2,043	+6%	+$561K	1.09%	28
2021 Q4	$8.89M	Buy	+31,705	New	+$10M	0.86%	40
2021 Q2	–	Sell	-1,800	Closed	-$429K	–	212
2021 Q1	$429K	Hold	1,800	–	–	0.05%	159
2020 Q4	$429K	Hold	1,800	–	–	0.11%	112
2020 Q3	$429K	Sell	1,800 -125	-6%	-$24K	0.11%	112
2020 Q2	$328K	Buy	+1,925	New	+$235K	0.09%	127

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dixon Hubard Feinour & Brown's SEDG Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its SolarEdge (SEDG) stake by 1.1% in Q2 2022, buying an estimated $100K and bringing the position to 34,115 shares worth $9.34M. The position accounts for 1.11% of the portfolio, ranked #25.

Dixon Hubard Feinour & Brown first reported a position in SEDG in Q2 2020 and has held it in 7 quarters since. The position peaked at $10.9M in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Dixon Hubard Feinour & Brown held 34,115 shares of SolarEdge worth $9.34M as of Q2 2022.
Dixon Hubard Feinour & Brown bought 367 SolarEdge shares in Q2 2022, an estimated $100K.
SolarEdge made up 1.11% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #25 holding.
Dixon Hubard Feinour & Brown first reported a position in SolarEdge in Q2 2020 and has held it in 7 quarters since.
Dixon Hubard Feinour & Brown's SolarEdge position peaked at $10.9M in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.