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Fulcrum Asset Management’s SolarEdge SEDG Stock Holding History

Fulcrum 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
2021
Q4 		– Hold
0
– – – 211
2020
Q4 		– Hold
0
– – – 73
2020
Q3 		– Sell
-10,790
Closed -$2.07M – 37
2020
Q2 		$1.61M Buy
+10,790
New +$1.32M 0.54% 74

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fulcrum Asset Management's SEDG Position: Q4 2021 in Review

Fulcrum Asset Management held its SolarEdge (SEDG) position steady in Q4 2021 at 0 shares worth $79K. The position accounts for 0.04% of the portfolio, ranked #211.

Fulcrum Asset Management first reported a position in SEDG in Q2 2020 and has held it in 1 quarter since. The position peaked at $1.61M in Q2 2020. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

  • Fulcrum Asset Management held 0 shares of SolarEdge worth $79K as of Q4 2021.
  • Fulcrum Asset Management left its SolarEdge share count unchanged in Q4 2021.
  • SolarEdge made up 0.04% of Fulcrum Asset Management's portfolio in Q4 2021, its #211 holding.
  • Fulcrum Asset Management first reported a position in SolarEdge in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's SolarEdge position peaked at $1.61M in Q2 2020.
  • 602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Fulcrum Asset Management's 13F filing for Q4 2021, filed 24 Mar 2022.