Everence Capital Management’s SolarEdge SEDG Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-14,890	Closed	-$341K	–	1006
2024 Q3	$341K	Buy	14,890 +5,520	+59%	+$134K	0.02%	541
2024 Q2	$550	Hold	9,370	–	–	0.04%	361
2024 Q1	$665	Hold	9,370	–	–	0.04%	332
2023 Q4	$877K	Buy	9,370 +4,830	+106%	+$440K	0.06%	256
2023 Q3	$588	Buy	4,540 +2,790	+159%	+$535K	0.05%	335
2023 Q2	$498K	Hold	1,750	–	–	0.04%	353
2023 Q1	$532	Hold	1,750	–	–	0.04%	343
2022 Q4	$496	Sell	1,750 -580	-25%	-$154K	0.04%	375
2022 Q3	$539K	Hold	2,330	–	–	0.05%	321
2022 Q2	$638K	Buy	2,330 +580	+33%	+$159K	0.06%	267
2022 Q1	$564K	Sell	1,750 -90	-5%	-$24.7K	0.04%	349
2021 Q4	$516K	Buy	+1,840	New	+$581K	0.04%	403
2019 Q4	–	Sell	-8,140	Closed	-$681K	–	692
2019 Q3	$681K	Hold	8,140	–	–	0.11%	196
2019 Q2	$508K	Hold	8,140	–	–	0.08%	254
2019 Q1	$307K	Buy	+8,140	New	+$325K	0.05%	398

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Everence Capital Management's SEDG Position: Q4 2024 in Review

Everence Capital Management sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 14,890 shares — an estimated $341K sold.

Everence Capital Management first reported a position in SEDG in Q1 2019 and held it in 15 quarters. The position peaked at $877K in Q4 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

Everence Capital Management reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 14,890 SolarEdge shares in Q4 2024, an estimated $341K.
Everence Capital Management first reported a position in SolarEdge in Q1 2019 and held it in 15 quarters.
Everence Capital Management's SolarEdge position peaked at $877K in Q4 2023.
280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.