Gradient Investments’s SolarEdge SEDG Stock Holding History

Gradient Investments’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	-3	Closed	-$76	–	1093
2024 Q2	$76	Hold	3	–	–	﹤0.01%	1325
2024 Q1	$213	Hold	3	–	–	﹤0.01%	1097
2023 Q4	$281	Hold	3	–	–	﹤0.01%	1672
2023 Q3	$389	Hold	3	–	–	﹤0.01%	1599
2023 Q2	$807	Hold	3	–	–	﹤0.01%	1426
2023 Q1	$912	Buy	+3	New	+$915	﹤0.01%	1217
2022 Q4	–	Sell	-3	Closed	-$1K	–	1646
2022 Q3	$1K	Buy	+3	New	+$885	﹤0.01%	1289
2021 Q4	–	Sell	-500	Closed	-$133K	–	1316
2021 Q3	$133K	Hold	500	–	–	﹤0.01%	331
2021 Q2	$138K	Hold	500	–	–	﹤0.01%	326
2021 Q1	$144K	Hold	500	–	–	﹤0.01%	317
2020 Q4	$119K	Hold	500	–	–	0.01%	295
2020 Q3	$119K	Hold	500	–	–	0.01%	295
2020 Q2	$69K	Hold	500	–	–	﹤0.01%	341
2020 Q1	$41K	Hold	500	–	–	﹤0.01%	382
2019 Q4	$48K	Hold	500	–	–	﹤0.01%	408
2019 Q3	$42K	Buy	+500	New	+$37.3K	﹤0.01%	413

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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