Echo Street Capital Management’s SolarEdge SEDG Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-5,069	Closed	-$656K	–	357
2023 Q3	$656K	Buy	5,069 +664	+15%	+$127K	0.01%	206
2023 Q2	$1.19M	Buy	+4,405	New	+$1.26M	0.01%	124
2022 Q4	–	Sell	-2,248	Closed	-$520K	–	633
2022 Q3	$520K	Buy	+2,248	New	+$663K	0.01%	263
2022 Q2	–	Sell	-3,051	Closed	-$984K	–	693
2022 Q1	$984K	Buy	3,051 +1,205	+65%	+$331K	0.01%	236
2021 Q4	$518K	Buy	1,846 +931	+102%	+$294K	﹤0.01%	399
2021 Q3	$243K	Sell	915 -1,177	-56%	-$320K	﹤0.01%	547
2021 Q2	$578K	Buy	+2,092	New	+$527K	﹤0.01%	324

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Echo Street Capital Management's SEDG Position: Q4 2023 in Review

Echo Street Capital Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 5,069 shares — an estimated $656K sold.

Echo Street Capital Management first reported a position in SEDG in Q2 2021 and held it in 7 quarters. The position peaked at $1.19M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Echo Street Capital Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,069 SolarEdge shares in Q4 2023, an estimated $656K.
Echo Street Capital Management first reported a position in SolarEdge in Q2 2021 and held it in 7 quarters.
Echo Street Capital Management's SolarEdge position peaked at $1.19M in Q2 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.