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Harbor Investment Advisory’s SolarEdge SEDG Stock Holding History

Harbor Investment Advisory’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
Q4 		– Sell
-3
Closed -$389 – 1205
2023
Q3 		$389 Sell
3
-8
-73% -$1.53K ﹤0.01% 1136
2023
Q2 		$2.96K Hold
11
– – ﹤0.01% 1183
2023
Q1 		$3.34K Hold
11
– – ﹤0.01% 1173
2022
Q4 		$3.12K Buy
11
+8
+267% +$2.12K ﹤0.01% 1162
2022
Q3 		$1K Sell
3
-20
-87% -$5.9K ﹤0.01% 1301
2022
Q2 		$6K Hold
23
– – ﹤0.01% 1124
2022
Q1 		$7K Buy
+23
New +$6.32K ﹤0.01% 1126
2021
Q2 		– Sell
-22
Closed -$6K – 1302
2021
Q1 		$6K Sell
22
-9
-29% -$2.71K ﹤0.01% 1059
2020
Q4 		$10K Sell
31
-11
-26% -$3.04K ﹤0.01% 926
2020
Q3 		$10K Buy
42
+20
+91% +$3.84K ﹤0.01% 856
2020
Q2 		$3K Buy
+22
New +$2.69K ﹤0.01% 947

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Harbor Investment Advisory's SEDG Position: Q4 2023 in Review

Harbor Investment Advisory sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 3 shares — an estimated $389 sold.

Harbor Investment Advisory first reported a position in SEDG in Q2 2020 and held it in 11 quarters. The position peaked at $10K in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Harbor Investment Advisory reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 3 SolarEdge shares in Q4 2023, an estimated $389.
  • Harbor Investment Advisory first reported a position in SolarEdge in Q2 2020 and held it in 11 quarters.
  • Harbor Investment Advisory's SolarEdge position peaked at $10K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.