Eagle Global Advisors’s SolarEdge SEDG Stock Holding History

Eagle Global 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
2024 Q1	–	Sell	-3,000	Closed	-$281K	–	240
2023 Q4	$281K	Sell	3,000 -1,200	-29%	-$109K	0.02%	200
2023 Q3	$544K	Sell	4,200 -500	-11%	-$95.9K	0.04%	164
2023 Q2	$1.26M	Buy	4,700 +1,400	+42%	+$401K	0.08%	134
2023 Q1	$1M	Buy	3,300 +1,700	+106%	+$518K	0.07%	142
2022 Q4	$453K	Sell	1,600 -700	-30%	-$186K	0.03%	164
2022 Q3	$532K	Hold	2,300	–	–	0.04%	156
2022 Q2	$629K	Sell	2,300 -800	-26%	-$219K	0.05%	151
2022 Q1	$999K	Sell	3,100 -500	-14%	-$137K	0.06%	144
2021 Q4	$1.01M	Hold	3,600	–	–	0.06%	144
2021 Q3	$955K	Hold	3,600	–	–	0.06%	147
2021 Q2	$995K	Buy	3,600 +500	+16%	+$126K	0.06%	144
2021 Q1	$891K	Sell	3,100 -500	-14%	-$151K	0.07%	149
2020 Q4	$1.15M	Buy	3,600 +300	+9%	+$82.9K	0.09%	130
2020 Q3	$787K	Buy	+3,300	New	+$634K	0.07%	130

Other funds holding SEDG

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Eagle Global Advisors's SEDG Position: Q1 2024 in Review

Eagle Global Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 3,000 shares — an estimated $281K sold.

Eagle Global Advisors first reported a position in SEDG in Q3 2020 and held it in 14 quarters. The position peaked at $1.26M in Q2 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Eagle Global Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Eagle Global Advisors sold 3,000 SolarEdge shares in Q1 2024, an estimated $281K.
Eagle Global Advisors first reported a position in SolarEdge in Q3 2020 and held it in 14 quarters.
Eagle Global Advisors's SolarEdge position peaked at $1.26M in Q2 2023.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Eagle Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.