L.J. Altfest & Co’s SolarEdge SEDG Stock Holding History

L.J. Altfest & Co’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
2024 Q2	–	Sell	-5,056	Closed	-$359K	–	338
2024 Q1	$359K	Buy	5,056 +998	+25%	+$72K	0.05%	233
2023 Q4	$380K	Buy	+4,058	New	+$369K	0.06%	222

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

L.J. Altfest & Co's SEDG Position: Q2 2024 in Review

L.J. Altfest & Co sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 5,056 shares — an estimated $359K sold.

L.J. Altfest & Co first reported a position in SEDG in Q4 2023 and held it in 2 quarters. The position peaked at $380K in Q4 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

L.J. Altfest & Co reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
L.J. Altfest & Co sold 5,056 SolarEdge shares in Q2 2024, an estimated $359K.
L.J. Altfest & Co first reported a position in SolarEdge in Q4 2023 and held it in 2 quarters.
L.J. Altfest & Co's SolarEdge position peaked at $380K in Q4 2023.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.