Intellectus Partners’s SolarEdge SEDG Stock Holding History

Intellectus Partners’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
2022 Q4	–	Sell	-1,225	Closed	-$284K	–	270
2022 Q3	$284K	Buy	+1,225	New	+$361K	0.1%	201

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intellectus Partners's SEDG Position: Q4 2022 in Review

Intellectus Partners sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 1,225 shares — an estimated $284K sold.

Intellectus Partners first reported a position in SEDG in Q3 2022 and held it in 1 quarter. The position peaked at $284K in Q3 2022. 674 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Intellectus Partners reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Intellectus Partners sold 1,225 SolarEdge shares in Q4 2022, an estimated $284K.
Intellectus Partners first reported a position in SolarEdge in Q3 2022 and held it in 1 quarter.
Intellectus Partners's SolarEdge position peaked at $284K in Q3 2022.
674 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Intellectus Partners's 13F filing for Q4 2022, filed 2 Feb 2023.