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James Investment Research’s SolarEdge SEDG Stock Holding History

James Investment Research’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
2018
Q3 		– Sell
-38,597
Closed -$1.85M – 850
2018
Q2 		$1.85M Sell
38,597
-16,503
-30% -$914K 0.07% 409
2018
Q1 		$2.9M Buy
+55,100
New +$2.42M 0.11% 183
2017
Q2 		– Sell
-42,610
Closed -$665K – 764
2017
Q1 		$665K Sell
42,610
-4,630
-10% -$64.4K 0.02% 323
2016
Q4 		$586K Buy
+47,240
New +$656K 0.02% 286

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

James Investment Research's SEDG Position: Q3 2018 in Review

James Investment Research sold out of SolarEdge (SEDG) in Q3 2018, closing a stake of 38,597 shares — an estimated $1.85M sold.

James Investment Research first reported a position in SEDG in Q4 2016 and held it in 4 quarters. The position peaked at $2.9M in Q1 2018. 215 funds tracked by Wall St. Rank hold SEDG as of Q3 2018.

  • James Investment Research reported no remaining SolarEdge position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 38,597 SolarEdge shares in Q3 2018, an estimated $1.85M.
  • James Investment Research first reported a position in SolarEdge in Q4 2016 and held it in 4 quarters.
  • James Investment Research's SolarEdge position peaked at $2.9M in Q1 2018.
  • 215 funds tracked by Wall St. Rank held SolarEdge as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.