FineMark National Bank & Trust’s SolarEdge SEDG Stock Holding History

FineMark National Bank & 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	-1,060	Closed	-$285K	–	433
2023 Q2	$285K	Hold	1,060	–	–	0.01%	353
2023 Q1	$322K	Hold	1,060	–	–	0.01%	326
2022 Q4	$300K	Hold	1,060	–	–	0.01%	322
2022 Q3	$245K	Hold	1,060	–	–	0.01%	343
2022 Q2	$290K	Sell	1,060 -23	-2%	-$6.29K	0.01%	346
2022 Q1	$350K	Sell	1,083 -9	-0.8%	-$2.47K	0.01%	338
2021 Q4	$307K	Buy	1,092 +12	+1%	+$3.79K	0.01%	377
2021 Q3	$287K	Hold	1,080	–	–	0.01%	370
2021 Q2	$298K	Hold	1,080	–	–	0.01%	374
2021 Q1	$311K	Hold	1,080	–	–	0.01%	347
2020 Q4	$345K	Sell	1,080 -50	-4%	-$13.8K	0.02%	316
2020 Q3	$269K	Buy	+1,130	New	+$217K	0.01%	317

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

FineMark National Bank & Trust's SEDG Position: Q3 2023 in Review

FineMark National Bank & Trust sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,060 shares — an estimated $285K sold.

FineMark National Bank & Trust first reported a position in SEDG in Q3 2020 and held it in 12 quarters. The position peaked at $350K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

FineMark National Bank & Trust reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
FineMark National Bank & Trust sold 1,060 SolarEdge shares in Q3 2023, an estimated $285K.
FineMark National Bank & Trust first reported a position in SolarEdge in Q3 2020 and held it in 12 quarters.
FineMark National Bank & Trust's SolarEdge position peaked at $350K in Q1 2022.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on FineMark National Bank & Trust's 13F filing for Q3 2023, filed 13 Nov 2023.