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IPG Investment Advisors’s SolarEdge SEDG Stock Holding History

IPG Investment Advisors’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
-6,000
Closed -$562K – 209
2023
Q4 		$562K Buy
+6,000
New +$546K 0.11% 108
2016
Q3 		– Sell
-24,045
Closed -$471K – 134
2016
Q2 		$471K Buy
24,045
+4,935
+26% +$111K 0.19% 75
2016
Q1 		$480K Buy
19,110
+10,560
+124% +$276K 0.22% 63
2015
Q4 		$2.41M Buy
+8,550
New +$184K 1.11% 23

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

IPG Investment Advisors's SEDG Position: Q1 2024 in Review

IPG Investment Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 6,000 shares — an estimated $562K sold.

IPG Investment Advisors first reported a position in SEDG in Q4 2015 and held it in 4 quarters. The position peaked at $2.41M in Q4 2015. 373 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • IPG Investment Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 6,000 SolarEdge shares in Q1 2024, an estimated $562K.
  • IPG Investment Advisors first reported a position in SolarEdge in Q4 2015 and held it in 4 quarters.
  • IPG Investment Advisors's SolarEdge position peaked at $2.41M in Q4 2015.
  • 373 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on IPG Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.