Lombard Odier Asset Management (Switzerland)’s SolarEdge SEDG Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q4	–	Sell	-10,806	Closed	-$1.4M	–	172
2023 Q3	$1.4M	Buy	10,806 +383	+4%	+$73.5K	0.23%	88
2023 Q2	$2.8M	Sell	10,423 -6,098	-37%	-$1.75M	0.4%	64
2023 Q1	$5.02M	Buy	16,521 +4,761	+40%	+$1.45M	0.44%	62
2022 Q4	$3.33M	Buy	+11,760	New	+$3.12M	0.27%	83
2015 Q4	–	Sell	-25,000	Closed	-$573K	–	467
2015 Q3	$573K	Sell	25,000 -15,000	-38%	-$420K	0.05%	159
2015 Q2	$1.45M	Buy	+40,000	New	+$1.29M	0.11%	86

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Lombard Odier Asset Management (Switzerland)'s SEDG Position: Q4 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 10,806 shares — an estimated $1.4M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in SEDG in Q2 2015 and held it in 6 quarters. The position peaked at $5.02M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Lombard Odier Asset Management (Switzerland) reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 10,806 SolarEdge shares in Q4 2023, an estimated $1.4M.
Lombard Odier Asset Management (Switzerland) first reported a position in SolarEdge in Q2 2015 and held it in 6 quarters.
Lombard Odier Asset Management (Switzerland)'s SolarEdge position peaked at $5.02M in Q1 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2023, filed 14 Feb 2024.