Equitable Trust’s SolarEdge SEDG Stock Holding History

Equitable Trust’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
2021 Q2	–	Sell	-707	Closed	-$203K	–	377
2021 Q1	$203K	Sell	707 -93	-12%	-$28K	0.02%	346
2020 Q4	$255K	Buy	+800	New	+$221K	0.02%	314

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

HIIFS

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

Equitable Trust's SEDG Position: Q2 2021 in Review

Equitable Trust sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 707 shares — an estimated $203K sold.

Equitable Trust first reported a position in SEDG in Q4 2020 and held it in 2 quarters. The position peaked at $255K in Q4 2020. 549 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

Equitable Trust reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
Equitable Trust sold 707 SolarEdge shares in Q2 2021, an estimated $203K.
Equitable Trust first reported a position in SolarEdge in Q4 2020 and held it in 2 quarters.
Equitable Trust's SolarEdge position peaked at $255K in Q4 2020.
549 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on Equitable Trust's 13F filing for Q2 2021, filed 3 Aug 2021.