Hotaling Investment Management’s SolarEdge SEDG Stock Holding History

Hotaling 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
2022 Q4	$284K	Sell	1,001 -5	-0.5%	-$1.33K	0.13%	92
2022 Q3	$233K	Buy	1,006 +35	+4%	+$10.3K	0.11%	99
2022 Q2	$266K	Sell	971 -11	-1%	-$3.01K	0.12%	106
2022 Q1	$317K	Buy	982 +29	+3%	+$7.96K	0.12%	101
2021 Q4	$267K	Buy	953 +61	+7%	+$19.3K	0.09%	119
2021 Q3	$237K	Buy	+892	New	+$243K	0.1%	106

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hotaling Investment Management's SEDG Position: Q4 2022 in Review

Hotaling Investment Management reduced its SolarEdge (SEDG) stake by 0.5% in Q4 2022, selling an estimated $1.33K and leaving 1,001 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #92.

Hotaling Investment Management first reported a position in SEDG in Q3 2021 and has held it in 6 quarters since. The position peaked at $317K in Q1 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Hotaling Investment Management held 1,001 shares of SolarEdge worth $284K as of Q4 2022.
Hotaling Investment Management sold 5 SolarEdge shares in Q4 2022, an estimated $1.33K.
SolarEdge made up 0.13% of Hotaling Investment Management's portfolio in Q4 2022, its #92 holding.
Hotaling Investment Management first reported a position in SolarEdge in Q3 2021 and has held it in 6 quarters since.
Hotaling Investment Management's SolarEdge position peaked at $317K in Q1 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.