Horan Securities’s SolarEdge SEDG Stock Holding History

Horan Securities’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 Q3	–	Sell	-80	Closed	-$21.5K	–	549
2023 Q2	$21.5K	Hold	80	–	–	0.01%	310
2023 Q1	$24.3K	Hold	80	–	–	0.01%	281
2022 Q4	$22.7K	Hold	80	–	–	0.01%	280
2022 Q3	$19K	Sell	80 -7	-8%	-$2.06K	0.01%	280
2022 Q2	$24K	Buy	87 +7	+9%	+$1.91K	0.01%	245
2022 Q1	$26K	Sell	80 -42	-34%	-$11.5K	0.02%	234
2021 Q4	$34K	Buy	+122	New	+$38.5K	0.02%	203
2021 Q2	$23K	Hold	85	–	–	0.02%	225
2021 Q1	$24K	Hold	85	–	–	0.02%	201
2020 Q4	$27K	Sell	85 -17	-17%	-$4.7K	0.02%	166
2020 Q3	$24K	Buy	102 +1	+1%	+$192	0.02%	150
2020 Q2	$14K	Sell	101 -249	-71%	-$30.4K	0.02%	153
2020 Q1	$29K	Buy	+350	New	+$37K	0.04%	89
2019 Q4	–	Sell	-350	Closed	-$29K	–	196
2019 Q3	$29K	Hold	350	–	–	0.03%	103
2019 Q2	$22K	Hold	350	–	–	0.03%	117
2019 Q1	$13K	Hold	350	–	–	0.01%	128
2018 Q4	$13K	Hold	350	–	–	0.02%	124
2018 Q3	$14K	Hold	350	–	–	0.01%	105
2018 Q2	$19K	Hold	350	–	–	0.02%	94
2018 Q1	$19K	Hold	350	–	–	0.02%	89
2017 Q4	$13K	Buy	+350	New	+$12.1K	0.01%	98

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horan Securities's SEDG Position: Q3 2023 in Review

Horan Securities sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 80 shares — an estimated $21.5K sold.

Horan Securities first reported a position in SEDG in Q4 2017 and held it in 21 quarters. The position peaked at $34K in Q4 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Horan Securities reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 80 SolarEdge shares in Q3 2023, an estimated $21.5K.
Horan Securities first reported a position in SolarEdge in Q4 2017 and held it in 21 quarters.
Horan Securities's SolarEdge position peaked at $34K in Q4 2021.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.