Grassi Investment Management’s SolarEdge SEDG Stock Holding History

Grassi Investment Management’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
2023 Q3	–	Sell	-1,000	Closed	-$269K	–	127
2023 Q2	$269K	Hold	1,000	–	–	0.03%	104
2023 Q1	$304K	Buy	+1,000	New	+$305K	0.04%	103
2022 Q4	–	Sell	-1,000	Closed	-$231K	–	127
2022 Q3	$231K	Buy	+1,000	New	+$295K	0.03%	112
2022 Q2	–	Sell	-1,300	Closed	-$419K	–	134
2022 Q1	$419K	Buy	1,300 +300	+30%	+$82.4K	0.04%	104
2021 Q4	$281K	Hold	1,000	–	–	0.03%	122
2021 Q3	$265K	Hold	1,000	–	–	0.03%	124
2021 Q2	$276K	Sell	1,000 -500	-33%	-$126K	0.03%	122
2021 Q1	$431K	Buy	1,500 +500	+50%	+$151K	0.05%	107
2020 Q4	$319K	Hold	1,000	–	–	0.04%	107
2020 Q3	$238K	Buy	+1,000	New	+$192K	0.03%	117

Other funds holding SEDG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grassi Investment Management's SEDG Position: Q3 2023 in Review

Grassi Investment Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,000 shares — an estimated $269K sold.

Grassi Investment Management first reported a position in SEDG in Q3 2020 and held it in 10 quarters. The position peaked at $431K in Q1 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Grassi Investment Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Grassi Investment Management sold 1,000 SolarEdge shares in Q3 2023, an estimated $269K.
Grassi Investment Management first reported a position in SolarEdge in Q3 2020 and held it in 10 quarters.
Grassi Investment Management's SolarEdge position peaked at $431K in Q1 2021.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Grassi Investment Management's 13F filing for Q3 2023, filed 11 Oct 2023.