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Glenview Trust’s SolarEdge SEDG Stock Holding History

Glenview Trust’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
-2,825
Closed -$366K – 485
2023
Q3 		$366K Sell
2,825
-797
-22% -$153K 0.01% 358
2023
Q2 		$974K Hold
3,622
– – 0.03% 237
2023
Q1 		$1.1M Hold
3,622
– – 0.03% 222
2022
Q4 		$1.03M Buy
3,622
+1,495
+70% +$397K 0.03% 215
2022
Q3 		$492K Buy
2,127
+565
+36% +$167K 0.02% 281
2022
Q2 		$427K Buy
1,562
+2
+0.1% +$547 0.02% 307
2022
Q1 		$503K Buy
+1,560
New +$428K 0.02% 298

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

Glenview Trust's SEDG Position: Q4 2023 in Review

Glenview Trust sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,825 shares — an estimated $366K sold.

Glenview Trust first reported a position in SEDG in Q1 2022 and held it in 7 quarters. The position peaked at $1.1M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Glenview Trust reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Glenview Trust sold 2,825 SolarEdge shares in Q4 2023, an estimated $366K.
  • Glenview Trust first reported a position in SolarEdge in Q1 2022 and held it in 7 quarters.
  • Glenview Trust's SolarEdge position peaked at $1.1M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Glenview Trust's 13F filing for Q4 2023, filed 12 Feb 2024.