Engine No 1 LLC’s SolarEdge SEDG Stock Holding History

Engine No 1 LLC’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 Q3	–	Sell	-43,700	Closed	-$12M	–	18
2022 Q2	$12M	Buy	+43,700	New	+$12M	5.27%	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

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

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

PAMS

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

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

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

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

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

Engine No 1 LLC's SEDG Position: Q3 2022 in Review

Engine No 1 LLC sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 43,700 shares — an estimated $12M sold.

Engine No 1 LLC first reported a position in SEDG in Q2 2022 and held it in 1 quarter. The position peaked at $12M in Q2 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Engine No 1 LLC reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Engine No 1 LLC sold 43,700 SolarEdge shares in Q3 2022, an estimated $12M.
Engine No 1 LLC first reported a position in SolarEdge in Q2 2022 and held it in 1 quarter.
Engine No 1 LLC's SolarEdge position peaked at $12M in Q2 2022.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Engine No 1 LLC's 13F filing for Q3 2022, filed 14 Nov 2022.