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Lee Financial’s SolarEdge SEDG Stock Holding History

Lee Financial’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
-6
Closed -$778 – 917
2023
Q3 		$778 Hold
6
– – ﹤0.01% 783
2023
Q2 		$1.61K Hold
6
– – ﹤0.01% 695
2023
Q1 		$1.82K Sell
6
-1
-14% -$305 ﹤0.01% 689
2022
Q4 		$1.98K Hold
7
– – ﹤0.01% 696
2022
Q3 		$1K Hold
7
– – ﹤0.01% 785
2022
Q2 		$2K Buy
7
+1
+17% +$273 ﹤0.01% 733
2022
Q1 		$2K Hold
6
– – ﹤0.01% 676
2021
Q4 		$2K Sell
6
-4
-40% -$1.26K ﹤0.01% 780
2021
Q3 		$3K Hold
10
– – ﹤0.01% 567
2021
Q2 		$3K Buy
+10
New +$2.52K ﹤0.01% 526

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee Financial's SEDG Position: Q4 2023 in Review

Lee Financial sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 6 shares — an estimated $778 sold.

Lee Financial first reported a position in SEDG in Q2 2021 and held it in 10 quarters. The position peaked at $3K in Q3 2021. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Lee Financial reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 6 SolarEdge shares in Q4 2023, an estimated $778.
  • Lee Financial first reported a position in SolarEdge in Q2 2021 and held it in 10 quarters.
  • Lee Financial's SolarEdge position peaked at $3K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.