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Independent Financial Group’s SolarEdge SEDG Stock Holding History

Independent Financial Group’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
2020
Q4 		– Sell
-1,407
Closed -$335K – 599
2020
Q3 		$335K Sell
1,407
-42
-3% -$8.07K 0.06% 327
2020
Q2 		$201K Buy
+1,449
New +$177K 0.04% 418

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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Independent Financial Group's SEDG Position: Q4 2020 in Review

Independent Financial Group sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 1,407 shares — an estimated $335K sold.

Independent Financial Group first reported a position in SEDG in Q2 2020 and held it in 2 quarters. The position peaked at $335K in Q3 2020. 556 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

  • Independent Financial Group reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 1,407 SolarEdge shares in Q4 2020, an estimated $335K.
  • Independent Financial Group first reported a position in SolarEdge in Q2 2020 and held it in 2 quarters.
  • Independent Financial Group's SolarEdge position peaked at $335K in Q3 2020.
  • 556 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.