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Ethic Inc’s SolarEdge SEDG Stock Holding History

Ethic Inc’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
Q3 		– Sell
-1,519
Closed -$409K – 1054
2023
Q2 		$409K Buy
1,519
+640
+73% +$184K 0.02% 712
2023
Q1 		$267K Sell
879
-37
-4% -$11.3K 0.01% 816
2022
Q4 		$259K Sell
916
-259
-22% -$68.7K 0.01% 760
2022
Q3 		$272K Buy
+1,175
New +$347K 0.02% 665

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ethic Inc's SEDG Position: Q3 2023 in Review

Ethic Inc sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,519 shares — an estimated $409K sold.

Ethic Inc first reported a position in SEDG in Q3 2022 and held it in 4 quarters. The position peaked at $409K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Ethic Inc reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Ethic Inc sold 1,519 SolarEdge shares in Q3 2023, an estimated $409K.
  • Ethic Inc first reported a position in SolarEdge in Q3 2022 and held it in 4 quarters.
  • Ethic Inc's SolarEdge position peaked at $409K in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Ethic Inc's 13F filing for Q3 2023, filed 14 Nov 2023.