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James J. Burns & Company’s SolarEdge SEDG Stock Holding History

James J. Burns & Company’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
2023
Q4 		– Sell
-2,600
Closed -$337K – 122
2023
Q3 		$337K Buy
2,600
+1,150
+79% +$221K 0.09% 78
2023
Q2 		$390K Buy
+1,450
New +$416K 0.1% 79

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

James J. Burns & Company's SEDG Position: Q4 2023 in Review

James J. Burns & Company sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,600 shares — an estimated $337K sold.

James J. Burns & Company first reported a position in SEDG in Q2 2023 and held it in 2 quarters. The position peaked at $390K in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • James J. Burns & Company reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • James J. Burns & Company sold 2,600 SolarEdge shares in Q4 2023, an estimated $337K.
  • James J. Burns & Company first reported a position in SolarEdge in Q2 2023 and held it in 2 quarters.
  • James J. Burns & Company's SolarEdge position peaked at $390K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on James J. Burns & Company's 13F filing for Q4 2023, filed 13 Feb 2024.