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 $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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return