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FDx Advisors’s SolarEdge SEDG Stock Holding History

FDx Advisors’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
-2,036
Closed -$548K – 759
2023
Q2 		$548K Sell
2,036
-333
-14% -$95.5K 0.03% 425
2023
Q1 		$671K Hold
2,369
– – 0.03% 366
2022
Q4 		$671K Sell
2,369
-387
-14% -$103K 0.03% 366
2022
Q3 		$638K Sell
2,756
-641
-19% -$189K 0.03% 366
2022
Q2 		$930K Buy
3,397
+743
+28% +$203K 0.03% 332
2022
Q1 		$856K Buy
2,654
+345
+15% +$94.8K 0.03% 357
2021
Q4 		$648K Buy
2,309
+392
+20% +$124K 0.02% 464
2021
Q3 		$508K Buy
1,917
+578
+43% +$157K 0.02% 507
2021
Q2 		$370K Sell
1,339
-502
-27% -$126K 0.01% 598
2021
Q1 		$529K Sell
1,841
-263
-13% -$79.3K 0.02% 454
2020
Q4 		$671K Sell
2,104
-610
-22% -$169K 0.03% 358
2020
Q3 		$647K Buy
+2,714
New +$522K 0.03% 320

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

FDx Advisors's SEDG Position: Q3 2023 in Review

FDx Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 2,036 shares — an estimated $548K sold.

FDx Advisors first reported a position in SEDG in Q3 2020 and held it in 12 quarters. The position peaked at $930K in Q2 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • FDx Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 2,036 SolarEdge shares in Q3 2023, an estimated $548K.
  • FDx Advisors first reported a position in SolarEdge in Q3 2020 and held it in 12 quarters.
  • FDx Advisors's SolarEdge position peaked at $930K in Q2 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.