Icon Advisers’s SolarEdge SEDG Stock Holding History

Icon Advisers’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
2024 Q1	–	Sell	-8,100	Closed	-$758K	–	169
2023 Q4	$758K	Hold	8,100	–	–	0.17%	153
2023 Q3	$1.05M	Hold	8,100	–	–	0.26%	139
2023 Q2	$2.18M	Hold	8,100	–	–	0.55%	71
2023 Q1	$2.46M	Hold	8,100	–	–	0.63%	61
2022 Q4	$2.29M	Sell	8,100 -9,200	-53%	-$2.44M	0.59%	62
2022 Q3	$4M	Hold	17,300	–	–	1.1%	26
2022 Q2	$4.74M	Hold	17,300	–	–	1.09%	23
2022 Q1	$5.58M	Buy	17,300 +1,800	+12%	+$494K	0.95%	30
2021 Q4	$4.35M	Buy	+15,500	New	+$4.89M	0.7%	48

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Icon Advisers's SEDG Position: Q1 2024 in Review

Icon Advisers sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 8,100 shares — an estimated $758K sold.

Icon Advisers first reported a position in SEDG in Q4 2021 and held it in 9 quarters. The position peaked at $5.58M in Q1 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Icon Advisers reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Icon Advisers sold 8,100 SolarEdge shares in Q1 2024, an estimated $758K.
Icon Advisers first reported a position in SolarEdge in Q4 2021 and held it in 9 quarters.
Icon Advisers's SolarEdge position peaked at $5.58M in Q1 2022.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Icon Advisers's 13F filing for Q1 2024, filed 15 May 2024.