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Janney Capital Management’s SolarEdge SEDG Stock Holding History

Janney 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
2023
Q4 		– Sell
-38,910
Closed -$5.04M – 246
2023
Q3 		$5.04M Buy
38,910
+20,577
+112% +$3.95M 0.39% 85
2023
Q2 		$4.93M Sell
18,333
-982
-5% -$282K 0.34% 90
2023
Q1 		$5.87M Buy
+19,315
New +$5.89M 0.44% 78

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

Janney Capital Management's SEDG Position: Q4 2023 in Review

Janney Capital Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 38,910 shares — an estimated $5.04M sold.

Janney Capital Management first reported a position in SEDG in Q1 2023 and held it in 3 quarters. The position peaked at $5.87M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Janney Capital Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Janney Capital Management sold 38,910 SolarEdge shares in Q4 2023, an estimated $5.04M.
  • Janney Capital Management first reported a position in SolarEdge in Q1 2023 and held it in 3 quarters.
  • Janney Capital Management's SolarEdge position peaked at $5.87M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Janney Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.