Hartree Partners’s SolarEdge SEDG Stock Holding History

Hartree 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 Q4	–	Sell	-1,835	Closed	-$238K	–	75
2023 Q3	$238K	Buy	1,835 +1,670	+1,012%	+$320K	0.09%	43
2023 Q2	$44.4K	Buy	+165	New	+$47.3K	0.02%	39

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 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) 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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Hartree Partners's SEDG Position: Q4 2023 in Review

Hartree Partners sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,835 shares — an estimated $238K sold.

Hartree Partners first reported a position in SEDG in Q2 2023 and held it in 2 quarters. The position peaked at $238K in Q3 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Hartree Partners reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Hartree Partners sold 1,835 SolarEdge shares in Q4 2023, an estimated $238K.
Hartree Partners first reported a position in SolarEdge in Q2 2023 and held it in 2 quarters.
Hartree Partners's SolarEdge position peaked at $238K in Q3 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Hartree Partners's 13F filing for Q4 2023, filed 13 Feb 2024.