Great Lakes Advisors’s SolarEdge SEDG Stock Holding History

Great Lakes Advisors’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	-1,098	Closed	-$295K	–	789
2023 Q2	$295K	Sell	1,098 -200	-15%	-$57.4K	﹤0.01%	647
2023 Q1	$395K	Buy	1,298 +3	+0.2%	+$915	﹤0.01%	674
2022 Q4	$367K	Buy	+1,295	New	+$344K	0.02%	538

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

Great Lakes Advisors's SEDG Position: Q3 2023 in Review

Great Lakes Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,098 shares — an estimated $295K sold.

Great Lakes Advisors first reported a position in SEDG in Q4 2022 and held it in 3 quarters. The position peaked at $395K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Great Lakes Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Great Lakes Advisors sold 1,098 SolarEdge shares in Q3 2023, an estimated $295K.
Great Lakes Advisors first reported a position in SolarEdge in Q4 2022 and held it in 3 quarters.
Great Lakes Advisors's SolarEdge position peaked at $395K in Q1 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Great Lakes Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.