Ergoteles’s SolarEdge SEDG Stock Holding History

Ergoteles’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 Q2	–	Sell	-3,237	Closed	-$984K	–	1463
2023 Q1	$984K	Buy	+3,237	New	+$987K	0.04%	508
2022 Q2	–	Sell	-46,330	Closed	-$14.9M	–	1958
2022 Q1	$14.9M	Buy	+46,330	New	+$12.7M	0.57%	32
2021 Q3	–	Sell	-109,500	Closed	-$30.3M	–	1617
2021 Q2	$30.3M	Buy	109,500 +60,440	+123%	+$15.2M	0.69%	15
2021 Q1	$14.1M	Sell	49,060 -13,664	-22%	-$4.12M	0.44%	64
2020 Q4	$20M	Buy	+62,724	New	+$17.3M	0.66%	38

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

Ergoteles's SEDG Position: Q2 2023 in Review

Ergoteles sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 3,237 shares — an estimated $984K sold.

Ergoteles first reported a position in SEDG in Q4 2020 and held it in 5 quarters. The position peaked at $30.3M in Q2 2021. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Ergoteles reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 3,237 SolarEdge shares in Q2 2023, an estimated $984K.
Ergoteles first reported a position in SolarEdge in Q4 2020 and held it in 5 quarters.
Ergoteles's SolarEdge position peaked at $30.3M in Q2 2021.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.