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ERn Financial LLC’s SolarEdge SEDG Stock Holding History

ERn Financial 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
2023
Q4 		– Sell
-1,935
Closed -$251K – 175
2023
Q3 		$251K Sell
1,935
-22
-1% -$4.22K 0.05% 156
2023
Q2 		$527K Buy
1,957
+52
+3% +$14.9K 0.11% 122
2023
Q1 		$579K Sell
1,905
-320
-14% -$97.6K 0.13% 111
2022
Q4 		$630K Sell
2,225
-224
-9% -$59.4K 0.14% 106
2022
Q3 		$567K Buy
2,449
+639
+35% +$188K 0.15% 99
2022
Q2 		$495K Buy
1,810
+871
+93% +$238K 0.12% 109
2022
Q1 		$303K Buy
+939
New +$258K 0.07% 138

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ERn Financial LLC's SEDG Position: Q4 2023 in Review

ERn Financial LLC sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,935 shares — an estimated $251K sold.

ERn Financial LLC first reported a position in SEDG in Q1 2022 and held it in 7 quarters. The position peaked at $630K in Q4 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • ERn Financial LLC reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • ERn Financial LLC sold 1,935 SolarEdge shares in Q4 2023, an estimated $251K.
  • ERn Financial LLC first reported a position in SolarEdge in Q1 2022 and held it in 7 quarters.
  • ERn Financial LLC's SolarEdge position peaked at $630K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on ERn Financial LLC's 13F filing for Q4 2023, filed 19 Jan 2024.