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Jefferies Group’s SolarEdge SEDG Stock Holding History

Jefferies Group’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
2022
Q3 		– Sell
-3,500
Closed -$958K – 1901
2022
Q2 		$958K Buy
+3,500
New +$957K 0.01% 813
2020
Q1 		– Sell
-10,800
Closed -$1.03M – 2599
2019
Q4 		$1.03M Buy
+10,800
New +$924K 0.01% 1449

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jefferies Group's SEDG Position: Q3 2022 in Review

Jefferies Group reduced its SolarEdge (SEDG) stake by 8.7% in Q3 2022, selling an estimated $205K and leaving 7,314 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #664.

Jefferies Group first reported a position in SEDG in Q2 2016 and has held it in 11 quarters since. The position peaked at $2.85M in Q3 2020. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • Jefferies Group held 7,314 shares of SolarEdge worth $1.69M as of Q3 2022.
  • Jefferies Group sold 695 SolarEdge shares in Q3 2022, an estimated $205K.
  • SolarEdge made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #664 holding.
  • Jefferies Group first reported a position in SolarEdge in Q2 2016 and has held it in 11 quarters since.
  • Jefferies Group's SolarEdge position peaked at $2.85M in Q3 2020.
  • 642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.