Grantham, Mayo, Van Otterloo & Co (GMO)’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114M | Sell |
2,234,200
-305,519
| -12% | -$11.5M | 0.29% | 46 |
|
|
2025
Q4 | $73.3M | Sell |
2,539,719
-157,150
| -6% | -$5.48M | 0.19% | 50 |
|
|
2025
Q3 | $99.8M | Sell |
2,696,869
-1,308,600
| -33% | -$39.1M | 0.28% | 41 |
|
|
2025
Q2 | $81.7M | Sell |
4,005,469
-571,373
| -12% | -$9.45M | 0.25% | 43 |
|
|
2025
Q1 | $74.1M | Sell |
4,576,842
-376,856
| -8% | -$5.86M | 0.23% | 44 |
|
|
2024
Q4 | $67.4M | Buy |
4,953,698
+641,915
| +15% | +$9.88M | 0.22% | 47 |
|
|
2024
Q3 | $98.8M | Buy |
4,311,783
+973,409
| +29% | +$23.7M | 0.31% | 39 |
|
|
2024
Q2 | $84.3M | Buy |
3,338,374
+596,194
| +22% | +$31M | 0.28% | 46 |
|
|
2024
Q1 | $195M | Buy |
2,742,180
+765,938
| +39% | +$55.3M | 0.71% | 32 |
|
|
2023
Q4 | $185M | Buy |
1,976,242
+481,173
| +32% | +$43.8M | 0.82% | 31 |
|
|
2023
Q3 | $194M | Buy |
1,495,069
+778,034
| +109% | +$149M | 0.91% | 30 |
|
|
2023
Q2 | $193M | Buy |
717,035
+193,100
| +37% | +$55.4M | 0.89% | 28 |
|
|
2023
Q1 | $159M | Sell |
523,935
-133,725
| -20% | -$40.8M | 0.81% | 31 |
|
|
2022
Q4 | $186M | Buy |
657,660
+243,700
| +59% | +$64.7M | 0.99% | 27 |
|
|
2022
Q3 | $95.8M | Buy |
413,960
+30,259
| +8% | +$8.93M | 0.55% | 43 |
|
|
2022
Q2 | $105M | Buy |
383,701
+18,761
| +5% | +$5.13M | 0.57% | 41 |
|
|
2022
Q1 | $118M | Buy |
364,940
+297,877
| +444% | +$81.8M | 0.57% | 39 |
|
|
2021
Q4 | $18.8M | Sell |
67,063
-86,074
| -56% | -$27.2M | 0.09% | 180 |
|
|
2021
Q3 | $40.6M | Sell |
153,137
-40,185
| -21% | -$10.9M | 0.2% | 83 |
|
|
2021
Q2 | $53.4M | Buy |
193,322
+40,100
| +26% | +$10.1M | 0.27% | 70 |
|
|
2021
Q1 | $44M | Buy |
153,222
+59,196
| +63% | +$17.9M | 0.24% | 66 |
|
|
2020
Q4 | $30M | Buy |
94,026
+24,607
| +35% | +$6.8M | 0.18% | 75 |
|
|
2020
Q3 | $16.5M | Sell |
69,419
-25,974
| -27% | -$4.99M | 0.12% | 103 |
|
|
2020
Q2 | $13.2M | Sell |
95,393
-207,435
| -68% | -$25.4M | 0.1% | 124 |
|
|
2020
Q1 | $24.8M | Sell |
302,828
-60,422
| -17% | -$6.39M | 0.21% | 75 |
|
|
2019
Q4 | $34.5M | Buy |
363,250
+39,700
| +12% | +$3.39M | 0.23% | 68 |
|
|
2019
Q3 | $27.1M | Sell |
323,550
-217,700
| -40% | -$16.2M | 0.19% | 83 |
|
|
2019
Q2 | $33.8M | Sell |
541,250
-71,105
| -12% | -$3.59M | 0.24% | 68 |
|
|
2019
Q1 | $23.1M | Sell |
612,355
-50,400
| -8% | -$2.01M | 0.17% | 93 |
|
|
2018
Q4 | $23.3M | Buy |
662,755
+200,100
| +43% | +$7.66M | 0.19% | 83 |
|
|
2018
Q3 | $17.4M | Buy |
462,655
+122,900
| +36% | +$5.92M | 0.12% | 116 |
|
|
2018
Q2 | $16.3M | Buy |
339,755
+37,500
| +12% | +$2.08M | 0.12% | 119 |
|
|
2018
Q1 | $15.9M | Sell |
302,255
-19,900
| -6% | -$872K | 0.1% | 122 |
|
|
2017
Q4 | $12.1M | Buy |
322,155
+38,500
| +14% | +$1.33M | 0.07% | 150 |
|
|
2017
Q3 | $8.1M | Sell |
283,655
-40,200
| -12% | -$1.01M | 0.05% | 189 |
|
|
2017
Q2 | $6.48M | Buy |
323,855
+19,400
| +6% | +$344K | 0.04% | 215 |
|
|
2017
Q1 | $4.75M | Buy |
304,455
+15,300
| +5% | +$213K | 0.03% | 244 |
|
|
2016
Q4 | $3.59M | Buy |
289,155
+49,300
| +21% | +$685K | 0.02% | 263 |
|
|
2016
Q3 | $4.13M | Buy |
+239,855
| New | +$4.23M | 0.02% | 264 |
|
Other funds holding SEDG
MMH
VPM
