Laird Norton Wetherby Wealth Management’s SolarEdge SEDG Stock Holding History

Laird Norton Wetherby Wealth 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
2024 Q2	–	Sell	-4,012	Closed	-$285K	–	970
2024 Q1	$285K	Sell	4,012 -145	-3%	-$10.5K	0.01%	756
2023 Q4	$389K	Buy	4,157 +756	+22%	+$68.8K	0.02%	635
2023 Q3	$440K	Sell	3,401 -368	-10%	-$70.6K	0.03%	563
2023 Q2	$1.01M	Buy	3,769 +708	+23%	+$203K	0.05%	335
2023 Q1	$930K	Buy	3,061 +60	+2%	+$18.3K	0.05%	353
2022 Q4	$850K	Buy	3,001 +390	+15%	+$103K	0.05%	360
2022 Q3	$604K	Buy	2,611 +195	+8%	+$57.5K	0.04%	424
2022 Q2	$661K	Buy	+2,416	New	+$661K	0.05%	399

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

Laird Norton Wetherby Wealth Management's SEDG Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 4,012 shares — an estimated $285K sold.

Laird Norton Wetherby Wealth Management first reported a position in SEDG in Q2 2022 and held it in 8 quarters. The position peaked at $1.01M in Q2 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,012 SolarEdge shares in Q2 2024, an estimated $285K.
Laird Norton Wetherby Wealth Management first reported a position in SolarEdge in Q2 2022 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's SolarEdge position peaked at $1.01M in Q2 2023.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.