Energy Opportunities Capital Management’s SolarEdge SEDG Stock Holding History

Energy Opportunities 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
2022 Q4	$609K	Sell	2,150 -435	-17%	-$115K	1.77%	23
2022 Q3	$598K	Sell	2,585 -200	-7%	-$59K	1.93%	22
2022 Q2	$762K	Sell	2,785 -175	-6%	-$47.9K	2.18%	20
2022 Q1	$954K	Buy	2,960 +75	+3%	+$20.6K	2.27%	18
2021 Q4	$809K	Sell	2,885 -1,505	-34%	-$475K	2.4%	19
2021 Q3	$1.16M	Buy	4,390 +950	+28%	+$259K	3%	13
2021 Q2	$951K	Sell	3,440 -2,285	-40%	-$576K	2.42%	19
2021 Q1	$1.65M	Sell	5,725 -1,830	-24%	-$552K	4.15%	6
2020 Q4	$2.41M	Sell	7,555 -2,910	-28%	-$804K	6.47%	2
2020 Q3	$2.49M	Buy	10,465 +1,490	+17%	+$286K	9.08%	1
2020 Q2	$1.25M	Hold	8,975	–	–	4.94%	5
2020 Q1	$735K	Buy	+8,975	New	+$949K	4.12%	10

Other funds holding SEDG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Energy Opportunities Capital Management's SEDG Position: Q4 2022 in Review

Energy Opportunities Capital Management reduced its SolarEdge (SEDG) stake by 17% in Q4 2022, selling an estimated $115K and leaving 2,150 shares worth $609K. The position accounts for 1.77% of the portfolio, ranked #23.

Energy Opportunities Capital Management first reported a position in SEDG in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.49M in Q3 2020. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Energy Opportunities Capital Management held 2,150 shares of SolarEdge worth $609K as of Q4 2022.
Energy Opportunities Capital Management sold 435 SolarEdge shares in Q4 2022, an estimated $115K.
SolarEdge made up 1.77% of Energy Opportunities Capital Management's portfolio in Q4 2022, its #23 holding.
Energy Opportunities Capital Management first reported a position in SolarEdge in Q1 2020 and has held it in 12 quarters since.
Energy Opportunities Capital Management's SolarEdge position peaked at $2.49M in Q3 2020.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Energy Opportunities Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.