IWM
SEDG icon

IHT Wealth Management’s SolarEdge SEDG Stock Holding History

IHT Wealth Management’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
Q3 		– Sell
-2,852
Closed -$767K – 1020
2023
Q2 		$767K Sell
2,852
-283
-9% -$81.2K 0.04% 405
2023
Q1 		$953K Buy
3,135
+87
+3% +$26.5K 0.05% 318
2022
Q4 		$863K Sell
3,048
-378
-11% -$100K 0.05% 329
2022
Q3 		$793K Buy
3,426
+1,548
+82% +$457K 0.06% 332
2022
Q2 		$514K Sell
1,878
-213
-10% -$58.3K 0.05% 384
2022
Q1 		$674K Buy
2,091
+268
+15% +$73.6K 0.05% 332
2021
Q4 		$511K Sell
1,823
-137
-7% -$43.3K 0.04% 430
2021
Q3 		$520K Sell
1,960
-537
-22% -$146K 0.04% 417
2021
Q2 		$690K Buy
2,497
+467
+23% +$118K 0.04% 418
2021
Q1 		$584K Buy
2,030
+223
+12% +$67.3K 0.04% 404
2020
Q4 		$577K Sell
1,807
-184
-9% -$50.9K 0.05% 360
2020
Q3 		$475K Sell
1,991
-155
-7% -$29.8K 0.05% 363
2020
Q2 		$298K Buy
+2,146
New +$262K 0.04% 415

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's SEDG Position: Q3 2023 in Review

IHT Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 2,852 shares — an estimated $767K sold.

IHT Wealth Management first reported a position in SEDG in Q2 2020 and held it in 13 quarters. The position peaked at $953K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • IHT Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 2,852 SolarEdge shares in Q3 2023, an estimated $767K.
  • IHT Wealth Management first reported a position in SolarEdge in Q2 2020 and held it in 13 quarters.
  • IHT Wealth Management's SolarEdge position peaked at $953K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.