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Fulton Breakefield Broenniman’s SolarEdge SEDG Stock Holding History

Fulton Breakefield Broenniman’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
Q4 		– Sell
-2,323
Closed -$301K – 178
2023
Q3 		$301K Sell
2,323
-63
-3% -$12.1K 0.03% 139
2023
Q2 		$642K Sell
2,386
-2
-0.1% -$574 0.05% 102
2023
Q1 		$726K Sell
2,388
-413
-15% -$126K 0.06% 100
2022
Q4 		$793K Buy
2,801
+908
+48% +$241K 0.07% 99
2022
Q3 		$438K Buy
+1,893
New +$558K 0.04% 107

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fulton Breakefield Broenniman's SEDG Position: Q4 2023 in Review

Fulton Breakefield Broenniman sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,323 shares — an estimated $301K sold.

Fulton Breakefield Broenniman first reported a position in SEDG in Q3 2022 and held it in 5 quarters. The position peaked at $793K in Q4 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Fulton Breakefield Broenniman reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 2,323 SolarEdge shares in Q4 2023, an estimated $301K.
  • Fulton Breakefield Broenniman first reported a position in SolarEdge in Q3 2022 and held it in 5 quarters.
  • Fulton Breakefield Broenniman's SolarEdge position peaked at $793K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Fulton Breakefield Broenniman's 13F filing for Q4 2023, filed 2 Feb 2024.