Global Financial Private Client’s SolarEdge SEDG Stock Holding History

Global Financial Private Client’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 Q3	–	Sell	-35	Closed	-$884	–	822
2024 Q2	$884	Hold	35	–	–	﹤0.01%	626
2024 Q1	$2.48K	Hold	35	–	–	﹤0.01%	570
2023 Q4	$3.28K	Hold	35	–	–	﹤0.01%	550
2023 Q3	$4.29K	Hold	35	–	–	﹤0.01%	513
2023 Q2	$9.46K	Hold	35	–	–	﹤0.01%	445
2023 Q1	$10.4K	Sell	35 -15	-30%	-$4.57K	0.01%	445
2022 Q4	$14.2K	Hold	50	–	–	0.01%	387
2022 Q3	$11.8K	Sell	50 -19	-28%	-$5.6K	0.01%	393
2022 Q2	$19.1K	Hold	69	–	–	0.01%	350
2022 Q1	$22.3K	Hold	69	–	–	0.01%	340
2021 Q4	$19.4K	Hold	69	–	–	0.01%	337
2021 Q3	$18.8K	Hold	69	–	–	0.01%	308
2021 Q2	$19K	Sell	69 -242	-78%	-$61K	0.01%	311
2021 Q1	$88.1K	Sell	311 -239	-43%	-$72.1K	0.06%	163
2020 Q4	$176K	Hold	550	–	–	0.14%	110
2020 Q3	$137K	Sell	550 -419	-43%	-$80.5K	0.12%	120
2020 Q2	$137K	Hold	969	–	–	0.12%	129
2020 Q1	$76.4K	Hold	969	–	–	0.08%	167
2019 Q4	$92.1K	Buy	+969	New	+$82.9K	0.08%	180

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Financial Private Client's SEDG Position: Q3 2024 in Review

Global Financial Private Client sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 35 shares — an estimated $884 sold.

Global Financial Private Client first reported a position in SEDG in Q4 2019 and held it in 19 quarters. The position peaked at $176K in Q4 2020. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Global Financial Private Client reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
Global Financial Private Client sold 35 SolarEdge shares in Q3 2024, an estimated $884.
Global Financial Private Client first reported a position in SolarEdge in Q4 2019 and held it in 19 quarters.
Global Financial Private Client's SolarEdge position peaked at $176K in Q4 2020.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Global Financial Private Client's 13F filing for Q3 2024, filed 7 Oct 2024.