Formidable Asset Management’s SolarEdge SEDG Stock Holding History

Formidable Asset Management’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 Q2	–	Sell	-680	Closed	-$207K	–	318
2023 Q1	$207K	Sell	680 -57	-8%	-$17.4K	0.04%	271
2022 Q4	$209K	Buy	+737	New	+$196K	0.05%	274
2022 Q3	–	Sell	-777	Closed	-$230K	–	317
2022 Q2	$230K	Sell	777 -85	-10%	-$23.2K	0.05%	258
2022 Q1	$278K	Sell	862 -43	-5%	-$11.8K	0.05%	259
2021 Q4	$254K	Sell	905 -60	-6%	-$18.9K	0.05%	265
2021 Q3	$256K	Hold	965	–	–	0.05%	291
2021 Q2	$267K	Sell	965 -25	-3%	-$6.3K	0.06%	254
2021 Q1	$268K	Hold	990	–	–	0.06%	230
2020 Q4	$316K	Sell	990 -440	-31%	-$122K	0.07%	202
2020 Q3	$344K	Buy	+1,430	New	+$275K	0.1%	163

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

Formidable Asset Management's SEDG Position: Q2 2023 in Review

Formidable Asset Management sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 680 shares — an estimated $207K sold.

Formidable Asset Management first reported a position in SEDG in Q3 2020 and held it in 10 quarters. The position peaked at $344K in Q3 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Formidable Asset Management reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Formidable Asset Management sold 680 SolarEdge shares in Q2 2023, an estimated $207K.
Formidable Asset Management first reported a position in SolarEdge in Q3 2020 and held it in 10 quarters.
Formidable Asset Management's SolarEdge position peaked at $344K in Q3 2020.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Formidable Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.