LBP AM’s SolarEdge SEDG Stock Holding History

LBP AM’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	-30,153	Closed	-$3.91M	–	474
2023 Q3	$3.91M	Buy	30,153 +2,911	+11%	+$558K	0.09%	212
2023 Q2	$7.33M	Buy	27,242 +12,466	+84%	+$3.57M	0.17%	122
2023 Q1	$4.49M	Buy	14,776 +8,743	+145%	+$2.67M	0.11%	179
2022 Q4	$1.71M	Buy	+6,033	New	+$1.6M	0.05%	290

Other funds holding SEDG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

LBP AM's SEDG Position: Q4 2023 in Review

LBP AM sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 30,153 shares — an estimated $3.91M sold.

LBP AM first reported a position in SEDG in Q4 2022 and held it in 4 quarters. The position peaked at $7.33M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

LBP AM reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
LBP AM sold 30,153 SolarEdge shares in Q4 2023, an estimated $3.91M.
LBP AM first reported a position in SolarEdge in Q4 2022 and held it in 4 quarters.
LBP AM's SolarEdge position peaked at $7.33M in Q2 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on LBP AM's 13F filing for Q4 2023, filed 14 Feb 2024.