IFM Investors’s SolarEdge SEDG Stock Holding History

IFM Investors’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	-14,936	Closed	-$1.93M	–	622
2023 Q3	$1.93M	Buy	14,936 +3,444	+30%	+$661K	0.03%	511
2023 Q2	$3.09M	Sell	11,492 -13	-0.1%	-$3.73K	0.04%	408
2023 Q1	$3.5M	Sell	11,505 -108	-0.9%	-$32.9K	0.05%	352
2022 Q4	$3.29M	Buy	11,613 +2,065	+22%	+$548K	0.06%	353
2022 Q3	$2.21M	Buy	9,548 +1,099	+13%	+$324K	0.04%	408
2022 Q2	$2.31M	Hold	8,449	–	–	0.04%	415
2022 Q1	$2.72M	Buy	8,449 +1,367	+19%	+$375K	0.04%	406
2021 Q4	$1.99M	Buy	+7,082	New	+$2.24M	0.04%	458
2021 Q3	–	Sell	-7,022	Closed	-$1.94M	–	597
2021 Q2	$1.94M	Buy	7,022 +1,371	+24%	+$345K	0.04%	453
2021 Q1	$1.62M	Buy	5,651 +818	+17%	+$247K	0.04%	427
2020 Q4	$1.54M	Buy	+4,833	New	+$1.34M	0.05%	372

Other funds holding SEDG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

IFM Investors's SEDG Position: Q4 2023 in Review

IFM Investors sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 14,936 shares — an estimated $1.93M sold.

IFM Investors first reported a position in SEDG in Q4 2020 and held it in 11 quarters. The position peaked at $3.5M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

IFM Investors reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
IFM Investors sold 14,936 SolarEdge shares in Q4 2023, an estimated $1.93M.
IFM Investors first reported a position in SolarEdge in Q4 2020 and held it in 11 quarters.
IFM Investors's SolarEdge position peaked at $3.5M in Q1 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.