Intrinsic Edge Capital Management’s SolarEdge SEDG Stock Holding History

Intrinsic Edge Capital 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
2024 Q2	–	Sell	-160,000	Closed	-$11.4M	–	193
2024 Q1	$11.4M	Buy	160,000 +157,300	+5,826%	+$11.4M	0.89%	40
2023 Q4	$253K	Hold	2,700	–	–	0.03%	112
2023 Q3	$350K	Buy	2,700 +900	+50%	+$173K	0.04%	123
2023 Q2	$484K	Sell	1,800 -43,181	-96%	-$12.4M	0.03%	157
2023 Q1	$13.7M	Buy	+44,981	New	+$13.7M	1.37%	19
2018 Q2	–	Sell	-133,594	Closed	-$7.03M	–	187
2018 Q1	$7.03M	Buy	+133,594	New	+$5.86M	1.07%	33
2017 Q4	–	Sell	-221,277	Closed	-$6.32M	–	156
2017 Q3	$6.32M	Buy	+221,277	New	+$5.58M	1.24%	32

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Intrinsic Edge Capital Management's SEDG Position: Q2 2024 in Review

Intrinsic Edge Capital Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 160,000 shares — an estimated $11.4M sold.

Intrinsic Edge Capital Management first reported a position in SEDG in Q3 2017 and held it in 7 quarters. The position peaked at $13.7M in Q1 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

Intrinsic Edge Capital Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
Intrinsic Edge Capital Management sold 160,000 SolarEdge shares in Q2 2024, an estimated $11.4M.
Intrinsic Edge Capital Management first reported a position in SolarEdge in Q3 2017 and held it in 7 quarters.
Intrinsic Edge Capital Management's SolarEdge position peaked at $13.7M in Q1 2023.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.