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DSM Capital Partners’s SolarEdge SEDG Stock Holding History

DSM Capital Partners’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
-809,512
Closed -$218M – 60
2023
Q2 		$218M Buy
809,512
+205,569
+34% +$58.9M 3.52% 11
2023
Q1 		$184M Buy
603,943
+137,401
+29% +$41.9M 3% 13
2022
Q4 		$132M Buy
466,542
+360,913
+342% +$95.8M 2.2% 20
2022
Q3 		$24.4M Buy
+105,629
New +$31.2M 0.41% 32

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSM Capital Partners's SEDG Position: Q3 2023 in Review

DSM Capital Partners sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 809,512 shares — an estimated $218M sold.

DSM Capital Partners first reported a position in SEDG in Q3 2022 and held it in 4 quarters. The position peaked at $218M in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • DSM Capital Partners reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • DSM Capital Partners sold 809,512 SolarEdge shares in Q3 2023, an estimated $218M.
  • DSM Capital Partners first reported a position in SolarEdge in Q3 2022 and held it in 4 quarters.
  • DSM Capital Partners's SolarEdge position peaked at $218M in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on DSM Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.