HeadInvest LLC’s SolarEdge SEDG Stock Holding History

HeadInvest LLC’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	-6	Closed	-$735	–	604
2023 Q3	$735	Buy	+6	New	+$1.15K	﹤0.01%	721

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

HeadInvest LLC's SEDG Position: Q4 2023 in Review

HeadInvest LLC sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 6 shares — an estimated $735 sold.

HeadInvest LLC first reported a position in SEDG in Q3 2023 and held it in 1 quarter. The position peaked at $735 in Q3 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

HeadInvest LLC reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 6 SolarEdge shares in Q4 2023, an estimated $735.
HeadInvest LLC first reported a position in SolarEdge in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's SolarEdge position peaked at $735 in Q3 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.