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Great Diamond Partners’s SolarEdge SEDG Stock Holding History

Great Diamond Partners’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
-813
Closed -$219K – 234
2023
Q2 		$219K Sell
813
-23
-3% -$6.59K 0.06% 206
2023
Q1 		$254K Sell
836
-13
-2% -$3.96K 0.07% 183
2022
Q4 		$240K Buy
+849
New +$225K 0.07% 190

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Invesco
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Diamond Partners's SEDG Position: Q3 2023 in Review

Great Diamond Partners sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 813 shares — an estimated $219K sold.

Great Diamond Partners first reported a position in SEDG in Q4 2022 and held it in 3 quarters. The position peaked at $254K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Great Diamond Partners reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Great Diamond Partners sold 813 SolarEdge shares in Q3 2023, an estimated $219K.
  • Great Diamond Partners first reported a position in SolarEdge in Q4 2022 and held it in 3 quarters.
  • Great Diamond Partners's SolarEdge position peaked at $254K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Great Diamond Partners's 13F filing for Q3 2023, filed 19 Oct 2023.