Lloyd Advisory Services’s SolarEdge SEDG Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-6	Closed	-$2K	–	463
2022 Q1	$2K	Buy	+6	New	+$1.65K	﹤0.01%	539

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lloyd Advisory Services's SEDG Position: Q2 2022 in Review

Lloyd Advisory Services sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 6 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in SEDG in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Lloyd Advisory Services reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 6 SolarEdge shares in Q2 2022, an estimated $2K.
Lloyd Advisory Services first reported a position in SolarEdge in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's SolarEdge position peaked at $2K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.