Lido Advisors’s SolarEdge SEDG Stock Holding History

Lido Advisors’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 Q3	–	Sell	-1,780	Closed	-$479K	–	1299
2023 Q2	$479K	Buy	1,780 +1,021	+135%	+$293K	﹤0.01%	755
2023 Q1	$231K	Buy	+759	New	+$231K	﹤0.01%	959
2021 Q4	–	Sell	-806	Closed	-$213K	–	1037
2021 Q3	$213K	Buy	806 +43	+6%	+$11.7K	﹤0.01%	896
2021 Q2	$211K	Buy	+763	New	+$192K	﹤0.01%	853
2020 Q2	–	Sell	-2,964	Closed	-$243K	–	665
2020 Q1	$243K	Buy	2,964 +50	+2%	+$5.29K	0.01%	466
2019 Q4	$277K	Buy	+2,914	New	+$249K	0.01%	530

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's SEDG Position: Q3 2023 in Review

Lido Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,780 shares — an estimated $479K sold.

Lido Advisors first reported a position in SEDG in Q4 2019 and held it in 6 quarters. The position peaked at $479K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Lido Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 1,780 SolarEdge shares in Q3 2023, an estimated $479K.
Lido Advisors first reported a position in SolarEdge in Q4 2019 and held it in 6 quarters.
Lido Advisors's SolarEdge position peaked at $479K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.