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Joel Greenblatt’s SolarEdge SEDG Stock Holding History

Joel Greenblatt’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
Q2 		– Sell
-788
Closed -$240K – 1410
2023
Q1 		$240K Sell
788
-12
-2% -$3.66K 0.01% 1204
2022
Q4 		$227K Buy
+800
New +$212K 0.01% 1106
2022
Q3 		– Sell
-775
Closed -$212K – 1258
2022
Q2 		$212K Buy
+775
New +$212K 0.01% 1030

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Joel Greenblatt's SEDG Position: Q2 2023 in Review

Joel Greenblatt sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 788 shares — an estimated $240K sold.

Joel Greenblatt first reported a position in SEDG in Q2 2022 and held it in 3 quarters. The position peaked at $240K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • Joel Greenblatt reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • Joel Greenblatt sold 788 SolarEdge shares in Q2 2023, an estimated $240K.
  • Joel Greenblatt first reported a position in SolarEdge in Q2 2022 and held it in 3 quarters.
  • Joel Greenblatt's SolarEdge position peaked at $240K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Gotham Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.