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Freedom Investment Management’s SolarEdge SEDG Stock Holding History

Freedom Investment 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
Q3 		– Sell
-1,322
Closed -$356K – 753
2023
Q2 		$356K Buy
1,322
+213
+19% +$61.1K 0.04% 486
2023
Q1 		$337K Buy
1,109
+325
+41% +$99.1K 0.04% 517
2022
Q4 		$222K Sell
784
-3,991
-84% -$1.06M 0.03% 639
2022
Q3 		$1.11M Buy
4,775
+3,432
+256% +$1.01M 0.13% 223
2022
Q2 		$368K Sell
1,343
-1,045
-44% -$286K 0.04% 542
2022
Q1 		$770K Sell
2,388
-574
-19% -$158K 0.07% 354
2021
Q4 		$831K Sell
2,962
-1,108
-27% -$350K 0.06% 402
2021
Q3 		$1.08M Sell
4,070
-599
-13% -$163K 0.08% 305
2021
Q2 		$1.29M Sell
4,669
-322
-6% -$81.1K 0.1% 263
2021
Q1 		$1.44M Buy
+4,991
New +$1.51M 0.11% 216
2018
Q2 		– Sell
-6,786
Closed -$357K – 1104
2018
Q1 		$357K Buy
+6,786
New +$297K 0.02% 815
2016
Q4 		– Sell
-70,348
Closed -$1.21M – 1041
2016
Q3 		$1.21M Buy
70,348
+12,543
+22% +$221K 0.08% 189
2016
Q2 		$1.13M Buy
57,805
+17,749
+44% +$400K 0.08% 190
2016
Q1 		$1.01M Buy
+40,056
New +$1.05M 0.07% 211

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freedom Investment Management's SEDG Position: Q3 2023 in Review

Freedom Investment Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,322 shares — an estimated $356K sold.

Freedom Investment Management first reported a position in SEDG in Q1 2016 and held it in 14 quarters. The position peaked at $1.44M in Q1 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Freedom Investment Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 1,322 SolarEdge shares in Q3 2023, an estimated $356K.
  • Freedom Investment Management first reported a position in SolarEdge in Q1 2016 and held it in 14 quarters.
  • Freedom Investment Management's SolarEdge position peaked at $1.44M in Q1 2021.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.