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IBM Retirement Fund’s SolarEdge SEDG Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-800
Closed -$212K – 682
2021
Q3 		$212K Hold
800
– – 0.02% 708
2021
Q2 		$221K Sell
800
-873
-52% -$220K 0.02% 704
2021
Q1 		$481K Sell
1,673
-134
-7% -$40.4K 0.03% 461
2020
Q4 		$577K Buy
1,807
+220
+14% +$60.8K 0.04% 399
2020
Q3 		$378K Buy
+1,587
New +$305K 0.03% 449

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

IBM Retirement Fund's SEDG Position: Q4 2021 in Review

IBM Retirement Fund sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 800 shares — an estimated $212K sold.

IBM Retirement Fund first reported a position in SEDG in Q3 2020 and held it in 5 quarters. The position peaked at $577K in Q4 2020. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

  • IBM Retirement Fund reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 800 SolarEdge shares in Q4 2021, an estimated $212K.
  • IBM Retirement Fund first reported a position in SolarEdge in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's SolarEdge position peaked at $577K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.