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Gerber Kawasaki Wealth & Investment Management’s SolarEdge SEDG Stock Holding History

Gerber Kawasaki Wealth & 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
2024
Q1 		– Sell
-4,818
Closed -$451K – 294
2023
Q4 		$451K Buy
4,818
+257
+6% +$23.4K 0.03% 171
2023
Q3 		$591K Sell
4,561
-2,646
-37% -$508K 0.04% 149
2023
Q2 		$1.93M Sell
7,207
-209
-3% -$59.9K 0.13% 92
2023
Q1 		$2.25M Sell
7,416
-174
-2% -$53K 0.18% 85
2022
Q4 		$2.15M Buy
7,590
+504
+7% +$134K 0.19% 87
2022
Q3 		$1.72M Sell
7,086
-118
-2% -$34.8K 0.16% 90
2022
Q2 		$1.97M Buy
7,204
+2,308
+47% +$631K 0.19% 86
2022
Q1 		$1.58M Buy
4,896
+1,618
+49% +$444K 0.13% 88
2021
Q4 		$895K Buy
3,278
+843
+35% +$266K 0.07% 122
2021
Q3 		$669K Buy
2,435
+986
+68% +$268K 0.09% 86
2021
Q2 		$400K Buy
1,449
+374
+35% +$94.2K 0.04% 165
2021
Q1 		$308K Buy
1,075
+100
+10% +$30.2K 0.04% 169
2020
Q4 		$311K Buy
+975
New +$269K 0.04% 138
2018
Q4 		– Sell
-22,789
Closed -$863K – 126
2018
Q3 		$863K Sell
22,789
-9,764
-30% -$470K 0.23% 54
2018
Q2 		$1.65M Buy
+32,553
New +$1.8M 0.49% 41

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SEDG Position: Q1 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 4,818 shares — an estimated $451K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SEDG in Q2 2018 and held it in 15 quarters. The position peaked at $2.25M in Q1 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4,818 SolarEdge shares in Q1 2024, an estimated $451K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in SolarEdge in Q2 2018 and held it in 15 quarters.
  • Gerber Kawasaki Wealth & Investment Management's SolarEdge position peaked at $2.25M in Q1 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2024, filed 14 May 2024.