Howe & Rusling’s SolarEdge SEDG Stock Holding History

Howe & Rusling’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	–	Sell	-6	Closed	-$1K	–	889
2022 Q3	$1K	Sell	6 -2	-25%	-$590	﹤0.01%	1001
2022 Q2	$2K	Sell	8 -2	-20%	-$547	﹤0.01%	889
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	804
2021 Q4	$3K	Sell	10 -3	-23%	-$947	﹤0.01%	822
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	801
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	691
2021 Q1	$4K	Sell	13 -4	-24%	-$1.21K	﹤0.01%	696
2020 Q4	$5K	Sell	17 -9	-35%	-$2.49K	﹤0.01%	622
2020 Q3	$6K	Sell	26 -2	-7%	-$384	﹤0.01%	520
2020 Q2	$4K	Buy	+28	New	+$3.42K	﹤0.01%	576

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

Howe & Rusling's SEDG Position: Q4 2022 in Review

Howe & Rusling sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SEDG in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q3 2020. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Howe & Rusling reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 6 SolarEdge shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in SolarEdge in Q2 2020 and held it in 10 quarters.
Howe & Rusling's SolarEdge position peaked at $6K in Q3 2020.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.