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Liberty One Investment Management’s SolarEdge SEDG Stock Holding History

Liberty One Investment 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
-3,683
Closed -$345K – 196
2023
Q4 		$345K Buy
3,683
+148
+4% +$13.5K 0.04% 111
2023
Q3 		$458K Buy
3,535
+35
+1% +$6.71K 0.07% 105
2023
Q2 		$942K Sell
3,500
-240
-6% -$68.8K 0.12% 80
2023
Q1 		$1.14M Sell
3,740
-146
-4% -$44.5K 0.16% 74
2022
Q4 		$1.1M Sell
3,886
-169
-4% -$44.8K 0.16% 76
2022
Q3 		$939K Sell
4,055
-665
-14% -$196K 0.15% 80
2022
Q2 		$1.3M Buy
4,720
+357
+8% +$97.6K 0.22% 76
2022
Q1 		$1.41M Buy
4,363
+312
+8% +$85.7K 0.21% 74
2021
Q4 		$1.14M Sell
4,051
-653
-14% -$206K 0.17% 88
2021
Q3 		$1.25M Sell
4,704
-16
-0.3% -$4.36K 0.21% 78
2021
Q2 		$1.3M Buy
4,720
+358
+8% +$90.2K 0.22% 76
2021
Q1 		$1.25M Buy
4,362
+42
+1% +$12.7K 0.22% 77
2020
Q4 		$1.38M Sell
4,320
-102
-2% -$28.2K 0.26% 60
2020
Q3 		$1.05M Sell
4,422
-657
-13% -$126K 0.22% 70
2020
Q2 		$705K Buy
+5,079
New +$621K 0.16% 91

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Liberty One Investment Management's SEDG Position: Q1 2024 in Review

Liberty One Investment Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 3,683 shares — an estimated $345K sold.

Liberty One Investment Management first reported a position in SEDG in Q2 2020 and held it in 15 quarters. The position peaked at $1.41M in Q1 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Liberty One Investment Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 3,683 SolarEdge shares in Q1 2024, an estimated $345K.
  • Liberty One Investment Management first reported a position in SolarEdge in Q2 2020 and held it in 15 quarters.
  • Liberty One Investment Management's SolarEdge position peaked at $1.41M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.