EWM
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Evercore Wealth Management’s SolarEdge SEDG Stock Holding History

Evercore Wealth 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
-2,261
Closed -$293K – 440
2023
Q3 		$293K Sell
2,261
-44
-2% -$8.44K 0.01% 323
2023
Q2 		$620K Sell
2,305
-270
-10% -$77.4K 0.01% 249
2023
Q1 		$783K Sell
2,575
-50
-2% -$15.2K 0.02% 233
2022
Q4 		$744K Sell
2,625
-742
-22% -$197K 0.02% 237
2022
Q3 		$780K Hold
3,367
– – 0.02% 220
2022
Q2 		$921K Hold
3,367
– – 0.02% 214
2022
Q1 		$1.09M Hold
3,367
– – 0.02% 217
2021
Q4 		$944K Hold
3,367
– – 0.02% 228
2021
Q3 		$893K Hold
3,367
– – 0.02% 232
2021
Q2 		$931K Sell
3,367
-19
-0.6% -$4.79K 0.02% 234
2021
Q1 		$973K Hold
3,386
– – 0.02% 227
2020
Q4 		$1.08M Buy
3,386
+41
+1% +$11.3K 0.02% 205
2020
Q3 		$798K Buy
3,345
+9
+0.3% +$1.73K 0.02% 220
2020
Q2 		$463K Sell
3,336
-205
-6% -$25.1K 0.01% 269
2020
Q1 		$290K Sell
3,541
-298
-8% -$31.5K 0.01% 302
2019
Q4 		$365K Sell
3,839
-25
-0.6% -$2.14K 0.01% 322
2019
Q3 		$323K Sell
3,864
-229
-6% -$17.1K 0.01% 324
2019
Q2 		$256K Buy
+4,093
New +$207K 0.01% 360
2018
Q3 		– Sell
-4,826
Closed -$231K – 439
2018
Q2 		$231K Buy
+4,826
New +$267K 0.01% 364
2018
Q1 		– Sell
-3,215
Closed -$121K – 715
2017
Q4 		$121K Buy
3,215
+655
+26% +$22.6K ﹤0.01% 433
2017
Q3 		$73K Buy
2,560
+905
+55% +$22.8K ﹤0.01% 520
2017
Q2 		$33K Buy
+1,655
New +$29.3K ﹤0.01% 636
2016
Q4 		– Sell
-3,166
Closed -$55K – 1089
2016
Q3 		$55K Buy
3,166
+1,508
+91% +$26.6K ﹤0.01% 578
2016
Q2 		$32K Hold
1,658
– – ﹤0.01% 675
2016
Q1 		$42K Buy
+1,658
New +$43.4K ﹤0.01% 601

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 $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Evercore Wealth Management's SEDG Position: Q4 2023 in Review

Evercore Wealth Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,261 shares — an estimated $293K sold.

Evercore Wealth Management first reported a position in SEDG in Q1 2016 and held it in 25 quarters. The position peaked at $1.09M in Q1 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Evercore Wealth Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 2,261 SolarEdge shares in Q4 2023, an estimated $293K.
  • Evercore Wealth Management first reported a position in SolarEdge in Q1 2016 and held it in 25 quarters.
  • Evercore Wealth Management's SolarEdge position peaked at $1.09M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Evercore Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.