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 $6.73T AUM 46.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gradient Investments's SEDG Position: Q3 2024 in Review

Gradient Investments sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 3 shares — an estimated $76 sold.

Gradient Investments first reported a position in SEDG in Q3 2019 and held it in 16 quarters. The position peaked at $144K in Q1 2021. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Gradient Investments reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 3 SolarEdge shares in Q3 2024, an estimated $76.
Gradient Investments first reported a position in SolarEdge in Q3 2019 and held it in 16 quarters.
Gradient Investments's SolarEdge position peaked at $144K in Q1 2021.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.