Fund Management at Engine No 1’s SolarEdge SEDG Stock Holding History

Fund Management at Engine No 1’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	-678	Closed	-$206K	–	432
2023 Q1	$206K	Sell	678 -2,969	-81%	-$905K	0.04%	389
2022 Q4	$1.03M	Sell	3,647 -2,119	-37%	-$562K	0.25%	92
2022 Q3	$1.33M	Sell	5,766 -15,008	-72%	-$4.43M	0.39%	59
2022 Q2	$5.68M	Buy	20,774 +14,450	+228%	+$3.95M	1.5%	11
2022 Q1	$2.04M	Buy	+6,324	New	+$1.74M	0.51%	45

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

Fund Management at Engine No 1's SEDG Position: Q2 2023 in Review

Fund Management at Engine No 1 sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 678 shares — an estimated $206K sold.

Fund Management at Engine No 1 first reported a position in SEDG in Q1 2022 and held it in 5 quarters. The position peaked at $5.68M in Q2 2022. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Fund Management at Engine No 1 reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 678 SolarEdge shares in Q2 2023, an estimated $206K.
Fund Management at Engine No 1 first reported a position in SolarEdge in Q1 2022 and held it in 5 quarters.
Fund Management at Engine No 1's SolarEdge position peaked at $5.68M in Q2 2022.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Fund Management at Engine No 1's 13F filing for Q2 2023, filed 14 Aug 2023.