Douglass Winthrop Advisors’s SolarEdge SEDG Stock Holding History

Douglass Winthrop 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
2023 Q3	–	Sell	-22,528	Closed	-$6.06M	–	247
2023 Q2	$6.06M	Buy	22,528 +484	+2%	+$139K	0.14%	62
2023 Q1	$6.7M	Buy	22,044 +292	+1%	+$89K	0.17%	53
2022 Q4	$6.16M	Buy	21,752 +180	+0.8%	+$47.8K	0.17%	56
2022 Q3	$4.99M	Buy	21,572 +34	+0.2%	+$10K	0.15%	59
2022 Q2	$5.89M	Sell	21,538 -201	-0.9%	-$55K	0.17%	54
2022 Q1	$7.01M	Buy	21,739 +6,305	+41%	+$1.73M	0.17%	51
2021 Q4	$4.33M	Buy	15,434 +2,359	+18%	+$745K	0.1%	78
2021 Q3	$3.47M	Buy	13,075 +2,149	+20%	+$585K	0.09%	83
2021 Q2	$3.02M	Buy	+10,926	New	+$2.75M	0.07%	88

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Douglass Winthrop Advisors's SEDG Position: Q3 2023 in Review

Douglass Winthrop Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 22,528 shares — an estimated $6.06M sold.

Douglass Winthrop Advisors first reported a position in SEDG in Q2 2021 and held it in 9 quarters. The position peaked at $7.01M in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Douglass Winthrop Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Douglass Winthrop Advisors sold 22,528 SolarEdge shares in Q3 2023, an estimated $6.06M.
Douglass Winthrop Advisors first reported a position in SolarEdge in Q2 2021 and held it in 9 quarters.
Douglass Winthrop Advisors's SolarEdge position peaked at $7.01M in Q1 2022.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.