F/M Investments’s SolarEdge SEDG Stock Holding History

F/M Investments’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	-7,519	Closed	-$2.02M	–	81
2023 Q2	$2.02M	Sell	7,519 -346	-4%	-$99.2K	1.49%	20
2023 Q1	$2.39M	Buy	7,865 +462	+6%	+$141K	2.41%	13
2022 Q4	$2.1M	Buy	+7,403	New	+$1.96M	2.54%	13
2022 Q2	–	Sell	-8,071	Closed	-$2.6M	–	87
2022 Q1	$2.6M	Sell	8,071 -30	-0.4%	-$8.24K	2.1%	17
2021 Q4	$2.27M	Sell	8,101 -386	-5%	-$122K	1.66%	20
2021 Q3	$2.25M	Buy	+8,487	New	+$2.31M	1.61%	25

Other funds holding SEDG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

F/M Investments's SEDG Position: Q3 2023 in Review

F/M Investments sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 7,519 shares — an estimated $2.02M sold.

F/M Investments first reported a position in SEDG in Q3 2021 and held it in 6 quarters. The position peaked at $2.6M in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

F/M Investments reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
F/M Investments sold 7,519 SolarEdge shares in Q3 2023, an estimated $2.02M.
F/M Investments first reported a position in SolarEdge in Q3 2021 and held it in 6 quarters.
F/M Investments's SolarEdge position peaked at $2.6M in Q1 2022.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on F/M Investments's 13F filing for Q3 2023, filed 6 Nov 2023.