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Institutional & Family Asset Management’s SolarEdge SEDG Stock Holding History

Institutional & Family Asset 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
2021
Q3 		– Sell
-19
Closed -$5K – 968
2021
Q2 		$5K Sell
19
-113
-86% -$28.5K ﹤0.01% 721
2021
Q1 		$38K Buy
+132
New +$39.8K 0.01% 401

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Institutional & Family Asset Management's SEDG Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of SolarEdge (SEDG) in Q3 2021, closing a stake of 19 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in SEDG in Q1 2021 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining SolarEdge position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 19 SolarEdge shares in Q3 2021, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in SolarEdge in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's SolarEdge position peaked at $38K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.