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 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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co

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

Schroder Investment Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return