EI
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Ellevest Inc’s SolarEdge SEDG Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-28
Closed -$8.51K – 1399
2023
Q1 		$8.51K Hold
28
– – ﹤0.01% 1074
2022
Q4 		$7.93K Sell
28
-16
-36% -$4.25K ﹤0.01% 1086
2022
Q3 		$10K Hold
44
– – ﹤0.01% 1000
2022
Q2 		$12K Hold
44
– – ﹤0.01% 853
2022
Q1 		$14K Sell
44
-10
-19% -$2.75K ﹤0.01% 818
2021
Q4 		$15K Hold
54
– – ﹤0.01% 773
2021
Q3 		$14K Sell
54
-1
-2% -$272 ﹤0.01% 758
2021
Q2 		$15K Buy
55
+49
+817% +$12.3K ﹤0.01% 696
2021
Q1 		$2K Buy
6
+1
+20% +$302 ﹤0.01% 1085
2020
Q4 		$2K Buy
+5
New +$1.38K ﹤0.01% 997

Other funds holding SEDG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ellevest Inc's SEDG Position: Q2 2023 in Review

Ellevest Inc sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 28 shares — an estimated $8.51K sold.

Ellevest Inc first reported a position in SEDG in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 670 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • Ellevest Inc reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 28 SolarEdge shares in Q2 2023, an estimated $8.51K.
  • Ellevest Inc first reported a position in SolarEdge in Q4 2020 and held it in 10 quarters.
  • Ellevest Inc's SolarEdge position peaked at $15K in Q4 2021.
  • 670 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.