Legacy Wealth Asset Management’s SolarEdge SEDG Stock Holding History

Legacy Wealth Asset 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 Q1	–	Sell	-2,912	Closed	-$273K	–	350
2023 Q4	$273K	Buy	2,912 +1,228	+73%	+$112K	0.09%	305
2023 Q3	$218K	Buy	1,684 +145	+9%	+$27.8K	0.08%	312
2023 Q2	$414K	Buy	1,539 +6	+0.4%	+$1.72K	0.14%	244
2023 Q1	$466K	Buy	1,533 +26	+2%	+$7.93K	0.17%	207
2022 Q4	$427K	Sell	1,507 -14	-0.9%	-$3.71K	0.16%	226
2022 Q3	$352K	Buy	+1,521	New	+$449K	0.15%	238

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

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

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

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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legacy Wealth Asset Management's SEDG Position: Q1 2024 in Review

Legacy Wealth Asset Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 2,912 shares — an estimated $273K sold.

Legacy Wealth Asset Management first reported a position in SEDG in Q3 2022 and held it in 6 quarters. The position peaked at $466K in Q1 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Legacy Wealth Asset Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Legacy Wealth Asset Management sold 2,912 SolarEdge shares in Q1 2024, an estimated $273K.
Legacy Wealth Asset Management first reported a position in SolarEdge in Q3 2022 and held it in 6 quarters.
Legacy Wealth Asset Management's SolarEdge position peaked at $466K in Q1 2023.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.