Ellsworth Advisors’s SolarEdge SEDG Stock Holding History

Ellsworth 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
2020 Q4	–	Sell	-1,196	Closed	-$285K	–	129
2020 Q3	$285K	Buy	+1,196	New	+$230K	0.28%	68

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ellsworth Advisors's SEDG Position: Q4 2020 in Review

Ellsworth Advisors sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 1,196 shares — an estimated $285K sold.

Ellsworth Advisors first reported a position in SEDG in Q3 2020 and held it in 1 quarter. The position peaked at $285K in Q3 2020. 556 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

Ellsworth Advisors reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
Ellsworth Advisors sold 1,196 SolarEdge shares in Q4 2020, an estimated $285K.
Ellsworth Advisors first reported a position in SolarEdge in Q3 2020 and held it in 1 quarter.
Ellsworth Advisors's SolarEdge position peaked at $285K in Q3 2020.
556 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Ellsworth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.