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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

HighPoint Advisor Group's SEDG Position: Q2 2022 in Review

HighPoint Advisor Group opened a new position in SolarEdge (SEDG) in Q2 2022: 979 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #419 among its holdings. This is a return to the name: HighPoint Advisor Group previously reported a position in SEDG as recently as Q3 2021.

HighPoint Advisor Group first reported a position in SEDG in Q1 2018 and has held it in 7 quarters since. The position peaked at $860K in Q1 2018. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

HighPoint Advisor Group held 979 shares of SolarEdge worth $264K as of Q2 2022.
SolarEdge was a new HighPoint Advisor Group position in Q2 2022.
SolarEdge made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2022, its #419 holding.
HighPoint Advisor Group first reported a position in SolarEdge in Q1 2018 and has held it in 7 quarters since.
HighPoint Advisor Group's SolarEdge position peaked at $860K in Q1 2018.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on HighPoint Advisor Group's 13F filing for Q2 2022, filed 15 Aug 2022.