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Empirical Wealth Management’s SolarEdge SEDG Stock Holding History

Empirical Wealth 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
Q3 		– Sell
-845
Closed -$227K – 492
2023
Q2 		$227K Hold
845
– – 0.01% 422
2023
Q1 		$257K Buy
+845
New +$258K 0.01% 416

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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 Wealth Management's SEDG Position: Q3 2023 in Review

Empirical Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 845 shares — an estimated $227K sold.

Empirical Wealth Management first reported a position in SEDG in Q1 2023 and held it in 2 quarters. The position peaked at $257K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Empirical Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 845 SolarEdge shares in Q3 2023, an estimated $227K.
  • Empirical Wealth Management first reported a position in SolarEdge in Q1 2023 and held it in 2 quarters.
  • Empirical Wealth Management's SolarEdge position peaked at $257K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.