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LMCG Investments’s SolarEdge SEDG Stock Holding History

LMCG Investments’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
Q2 		– Sell
-3,357
Closed -$238K – 290
2024
Q1 		$238K Sell
3,357
-1,441
-30% -$104K 0.01% 281
2023
Q4 		$449K Hold
4,798
– – 0.03% 264
2023
Q3 		$621K Buy
4,798
+106
+2% +$20.3K 0.04% 247
2023
Q2 		$1.26M Buy
4,692
+2,186
+87% +$627K 0.08% 200
2023
Q1 		$762K Buy
2,506
+58
+2% +$17.7K 0.05% 231
2022
Q4 		$693K Buy
2,448
+5
+0.2% +$1.33K 0.05% 240
2022
Q3 		$565K Buy
2,443
+33
+1% +$9.73K 0.04% 259
2022
Q2 		$660K Hold
2,410
– – 0.05% 252
2022
Q1 		$777K Buy
+2,410
New +$662K 0.05% 248

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LMCG Investments's SEDG Position: Q2 2024 in Review

LMCG Investments sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 3,357 shares — an estimated $238K sold.

LMCG Investments first reported a position in SEDG in Q1 2022 and held it in 9 quarters. The position peaked at $1.26M in Q2 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • LMCG Investments reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • LMCG Investments sold 3,357 SolarEdge shares in Q2 2024, an estimated $238K.
  • LMCG Investments first reported a position in SolarEdge in Q1 2022 and held it in 9 quarters.
  • LMCG Investments's SolarEdge position peaked at $1.26M in Q2 2023.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on LMCG Investments's 13F filing for Q2 2024, filed 9 Aug 2024.