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Empirical Finance’s SolarEdge SEDG Stock Holding History

Empirical Finance’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
-1,068
Closed -$287K – 519
2023
Q2 		$287K Buy
1,068
+214
+25% +$61.4K 0.02% 473
2023
Q1 		$260K Buy
854
+102
+14% +$31.1K 0.02% 469
2022
Q4 		$213K Buy
+752
New +$200K 0.02% 481

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Finance's SEDG Position: Q3 2023 in Review

Empirical Finance sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,068 shares — an estimated $287K sold.

Empirical Finance first reported a position in SEDG in Q4 2022 and held it in 3 quarters. The position peaked at $287K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Empirical Finance reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Empirical Finance sold 1,068 SolarEdge shares in Q3 2023, an estimated $287K.
  • Empirical Finance first reported a position in SolarEdge in Q4 2022 and held it in 3 quarters.
  • Empirical Finance's SolarEdge position peaked at $287K in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Empirical Finance's 13F filing for Q3 2023, filed 2 Nov 2023.