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Fiduciary Trust’s SolarEdge SEDG Stock Holding History

Fiduciary Trust’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
-1,131
Closed -$304K – 633
2023
Q2 		$304K Hold
1,131
– – 0.01% 536
2023
Q1 		$344K Buy
1,131
+125
+12% +$38.1K 0.01% 510
2022
Q4 		$285K Buy
1,006
+72
+8% +$19.1K 0.01% 549
2022
Q3 		$216K Sell
934
-45
-5% -$13.3K ﹤0.01% 577
2022
Q2 		$268K Buy
+979
New +$268K 0.01% 559

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

Fiduciary Trust's SEDG Position: Q3 2023 in Review

Fiduciary Trust sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,131 shares — an estimated $304K sold.

Fiduciary Trust first reported a position in SEDG in Q2 2022 and held it in 5 quarters. The position peaked at $344K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Fiduciary Trust reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Trust sold 1,131 SolarEdge shares in Q3 2023, an estimated $304K.
  • Fiduciary Trust first reported a position in SolarEdge in Q2 2022 and held it in 5 quarters.
  • Fiduciary Trust's SolarEdge position peaked at $344K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Fiduciary Trust's 13F filing for Q3 2023, filed 14 Nov 2023.