Linscomb Wealth’s SolarEdge SEDG Stock Holding History

Linscomb Wealth’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
2021 Q2	–	Sell	-1,071	Closed	-$308K	–	344
2021 Q1	$308K	Buy	+1,071	New	+$323K	0.02%	265
2020 Q4	–	Sell	-1,308	Closed	-$312K	–	320
2020 Q3	$312K	Sell	1,308 -143	-10%	-$27.5K	0.02%	236
2020 Q2	$201K	Sell	1,451 -3,995	-73%	-$488K	0.01%	282
2020 Q1	$446K	Sell	5,446 -4,060	-43%	-$429K	0.04%	276
2019 Q4	$904K	Buy	+9,506	New	+$813K	0.06%	237

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Linscomb Wealth's SEDG Position: Q2 2021 in Review

Linscomb Wealth sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 1,071 shares — an estimated $308K sold.

Linscomb Wealth first reported a position in SEDG in Q4 2019 and held it in 5 quarters. The position peaked at $904K in Q4 2019. 549 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

Linscomb Wealth reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
Linscomb Wealth sold 1,071 SolarEdge shares in Q2 2021, an estimated $308K.
Linscomb Wealth first reported a position in SolarEdge in Q4 2019 and held it in 5 quarters.
Linscomb Wealth's SolarEdge position peaked at $904K in Q4 2019.
549 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on Linscomb Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.