First Heartland Consultants’s SolarEdge SEDG Stock Holding History

First Heartland Consultants’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
2022 Q2	–	Sell	-693	Closed	-$223K	–	387
2022 Q1	$223K	Buy	+693	New	+$190K	0.03%	316
2021 Q2	–	Sell	-698	Closed	-$201K	–	424
2021 Q1	$201K	Buy	698 +36	+5%	+$10.9K	0.03%	376
2020 Q4	$211K	Buy	+662	New	+$183K	0.04%	320

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

First Heartland Consultants's SEDG Position: Q2 2022 in Review

First Heartland Consultants sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 693 shares — an estimated $223K sold.

First Heartland Consultants first reported a position in SEDG in Q4 2020 and held it in 3 quarters. The position peaked at $223K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

First Heartland Consultants reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 693 SolarEdge shares in Q2 2022, an estimated $223K.
First Heartland Consultants first reported a position in SolarEdge in Q4 2020 and held it in 3 quarters.
First Heartland Consultants's SolarEdge position peaked at $223K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.