Independence Bank of Kentucky’s SolarEdge SEDG Stock Holding History

Independence Bank of Kentucky’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	-125	Closed	-$11.7K	–	544
2023 Q4	$11.7K	Hold	125	–	–	﹤0.01%	413
2023 Q3	$16.2K	Hold	125	–	–	0.01%	362
2023 Q2	$33.6K	Hold	125	–	–	0.01%	312
2023 Q1	$38K	Hold	125	–	–	0.02%	278
2022 Q4	$35K	Sell	125 -100	-44%	-$26.5K	0.02%	283
2022 Q3	$52K	Hold	225	–	–	0.03%	237
2022 Q2	$62K	Hold	225	–	–	0.03%	231
2022 Q1	$73K	Hold	225	–	–	0.03%	231
2021 Q4	$63K	Hold	225	–	–	0.03%	226
2021 Q3	$60K	Hold	225	–	–	0.03%	230
2021 Q2	$62K	Hold	225	–	–	0.03%	221
2021 Q1	$65K	Hold	225	–	–	0.03%	213
2020 Q4	$72K	Buy	+225	New	+$62.2K	0.04%	207

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

Independence Bank of Kentucky's SEDG Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 125 shares — an estimated $11.7K sold.

Independence Bank of Kentucky first reported a position in SEDG in Q4 2020 and held it in 13 quarters. The position peaked at $73K in Q1 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Independence Bank of Kentucky reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 125 SolarEdge shares in Q1 2024, an estimated $11.7K.
Independence Bank of Kentucky first reported a position in SolarEdge in Q4 2020 and held it in 13 quarters.
Independence Bank of Kentucky's SolarEdge position peaked at $73K in Q1 2022.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.