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Herald Investment Management’s SolarEdge SEDG Stock Holding History

Herald Investment Management’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
2024
Q4 		– Sell
-4,400
Closed -$101K – 97
2024
Q3 		$101K Hold
4,400
– – 0.02% 94
2024
Q2 		$111K Hold
4,400
– – 0.02% 96
2024
Q1 		$312K Hold
4,400
– – 0.05% 98
2023
Q4 		$412K Hold
4,400
– – 0.08% 92
2023
Q3 		$570K Hold
4,400
– – 0.12% 94
2023
Q2 		$1.18M Hold
4,400
– – 0.23% 82
2023
Q1 		$1.34M Hold
4,400
– – 0.3% 75
2022
Q4 		$1.25M Hold
4,400
– – 0.31% 76
2022
Q3 		$1.02M Hold
4,400
– – 0.25% 86
2022
Q2 		$1.2M Buy
+4,400
New +$1.2M 0.28% 86

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Herald Investment Management's SEDG Position: Q4 2024 in Review

Herald Investment Management sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 4,400 shares — an estimated $101K sold.

Herald Investment Management first reported a position in SEDG in Q2 2022 and held it in 10 quarters. The position peaked at $1.34M in Q1 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Herald Investment Management reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Herald Investment Management sold 4,400 SolarEdge shares in Q4 2024, an estimated $101K.
  • Herald Investment Management first reported a position in SolarEdge in Q2 2022 and held it in 10 quarters.
  • Herald Investment Management's SolarEdge position peaked at $1.34M in Q1 2023.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Herald Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.