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

Lombard Odier Asset Management (USA)’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
-52,500
Closed -$6.8M – 423
2023
Q3 		$6.8M Sell
52,500
-7,500
-13% -$1.44M 0.15% 116
2023
Q2 		$16.1M Buy
60,000
+42,000
+233% +$12M 0.34% 69
2023
Q1 		$5.47M Buy
18,000
+10,500
+140% +$3.2M 0.12% 103
2022
Q4 		$2.12M Buy
7,500
+3,750
+100% +$995K 0.05% 168
2022
Q3 		$868K Buy
+3,750
New +$1.11M 0.03% 224

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lombard Odier Asset Management (USA) sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 52,500 shares — an estimated $6.8M sold.

Lombard Odier Asset Management (USA) first reported a position in SEDG in Q3 2022 and held it in 5 quarters. The position peaked at $16.1M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Lombard Odier Asset Management (USA) reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 52,500 SolarEdge shares in Q4 2023, an estimated $6.8M.
  • Lombard Odier Asset Management (USA) first reported a position in SolarEdge in Q3 2022 and held it in 5 quarters.
  • Lombard Odier Asset Management (USA)'s SolarEdge position peaked at $16.1M in Q2 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

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