HAG
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HighPoint Advisor Group’s SolarEdge SEDG Stock Holding History

HighPoint Advisor Group’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
2022
Q2 		$264K Buy
+979
New +$268K 0.03% 419
2021
Q3 		$328K Sell
1,238
-200
-14% -$54.4K 0.03% 382
2021
Q2 		$397K Sell
1,438
-160
-10% -$40.3K 0.04% 345
2021
Q1 		$422K Sell
1,598
-87
-5% -$26.2K 0.05% 311
2020
Q4 		$549K Buy
1,685
+156
+10% +$43.1K 0.07% 234
2020
Q3 		$357K Buy
+1,529
New +$294K 0.06% 240
2018
Q2 		– Sell
-15,975
Closed -$860K – 342
2018
Q1 		$860K Buy
+15,975
New +$700K 0.24% 111

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return