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IEQ Capital’s SolarEdge SEDG Stock Holding History

IEQ Capital’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
Q4 		– Sell
-1,597
Closed -$207K – 986
2023
Q3 		$207K Buy
+1,597
New +$306K ﹤0.01% 830
2023
Q2 		– Sell
-809
Closed -$246K – 958
2023
Q1 		$246K Buy
809
+97
+14% +$29.6K 0.01% 773
2022
Q4 		$202K Sell
712
-243
-25% -$64.5K 0.01% 740
2022
Q3 		$221K Buy
955
+85
+10% +$25.1K 0.01% 743
2022
Q2 		$238K Buy
870
+49
+6% +$13.4K 0.01% 672
2022
Q1 		$265K Buy
+821
New +$225K 0.01% 668
2021
Q4 		– Sell
-817
Closed -$217K – 751
2021
Q3 		$217K Buy
+817
New +$222K 0.01% 654

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IEQ Capital's SEDG Position: Q4 2023 in Review

IEQ Capital sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,597 shares — an estimated $207K sold.

IEQ Capital first reported a position in SEDG in Q3 2021 and held it in 7 quarters. The position peaked at $265K in Q1 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • IEQ Capital reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • IEQ Capital sold 1,597 SolarEdge shares in Q4 2023, an estimated $207K.
  • IEQ Capital first reported a position in SolarEdge in Q3 2021 and held it in 7 quarters.
  • IEQ Capital's SolarEdge position peaked at $265K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.