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Essex Investment Management’s SolarEdge SEDG Stock Holding History

Essex Investment 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
2023
Q4 		– Sell
-10,534
Closed -$1.36M – 369
2023
Q3 		$1.36M Sell
10,534
-16,919
-62% -$3.25M 0.22% 150
2023
Q2 		$7.39M Sell
27,453
-1,385
-5% -$397K 1.03% 20
2023
Q1 		$8.77M Buy
28,838
+1,014
+4% +$309K 1.27% 11
2022
Q4 		$7.88M Buy
27,824
+13,341
+92% +$3.54M 1.23% 13
2022
Q3 		$3.35M Sell
14,483
-4,150
-22% -$1.22M 0.54% 54
2022
Q2 		$5.1M Sell
18,633
-246
-1% -$67.3K 0.82% 28
2022
Q1 		$6.09M Buy
18,879
+2,516
+15% +$691K 0.76% 34
2021
Q4 		$4.59M Buy
16,363
+3,957
+32% +$1.25M 0.53% 50
2021
Q3 		$3.29M Buy
+12,406
New +$3.38M 0.4% 76
2017
Q1 		– Sell
-31,454
Closed -$390K – 368
2016
Q4 		$390K Sell
31,454
-167,411
-84% -$2.32M 0.06% 275
2016
Q3 		$3.43M Sell
198,865
-274,491
-58% -$4.84M 0.55% 43
2016
Q2 		$9.28M Buy
473,356
+49,620
+12% +$1.12M 1.54% 13
2016
Q1 		$10.7M Buy
423,736
+147,851
+54% +$3.87M 1.83% 11
2015
Q4 		$7.77M Buy
+275,885
New +$5.92M 1.21% 21

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's SEDG Position: Q4 2023 in Review

Essex Investment Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 10,534 shares — an estimated $1.36M sold.

Essex Investment Management first reported a position in SEDG in Q4 2015 and held it in 14 quarters. The position peaked at $10.7M in Q1 2016. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Essex Investment Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 10,534 SolarEdge shares in Q4 2023, an estimated $1.36M.
  • Essex Investment Management first reported a position in SolarEdge in Q4 2015 and held it in 14 quarters.
  • Essex Investment Management's SolarEdge position peaked at $10.7M in Q1 2016.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.