GM Advisory Group’s SolarEdge SEDG Stock Holding History

GM Advisory Group’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	-8,324	Closed	-$779K	–	230
2023 Q4	$779K	Buy	+8,324	New	+$758K	0.06%	112

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

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

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

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

GM Advisory Group's SEDG Position: Q1 2024 in Review

GM Advisory Group sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 8,324 shares — an estimated $779K sold.

GM Advisory Group first reported a position in SEDG in Q4 2023 and held it in 1 quarter. The position peaked at $779K in Q4 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

GM Advisory Group reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
GM Advisory Group sold 8,324 SolarEdge shares in Q1 2024, an estimated $779K.
GM Advisory Group first reported a position in SolarEdge in Q4 2023 and held it in 1 quarter.
GM Advisory Group's SolarEdge position peaked at $779K in Q4 2023.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on GM Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.