LA
SEDG icon

Lucus Advisors’s SolarEdge SEDG Stock Holding History

Lucus Advisors’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
2017
Q4 		– Sell
-12,076
Closed -$345K – 241
2017
Q3 		$345K Buy
+12,076
New +$304K 0.49% 157
2017
Q2 		– Sell
-26,450
Closed -$413K – 247
2017
Q1 		$413K Buy
26,450
+13,919
+111% +$194K 0.38% 63
2016
Q4 		$155K Buy
+12,531
New +$174K 0.36% 48

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Lucus Advisors's SEDG Position: Q4 2017 in Review

Lucus Advisors sold out of SolarEdge (SEDG) in Q4 2017, closing a stake of 12,076 shares — an estimated $345K sold.

Lucus Advisors first reported a position in SEDG in Q4 2016 and held it in 3 quarters. The position peaked at $413K in Q1 2017. 208 funds tracked by Wall St. Rank hold SEDG as of Q4 2017.

  • Lucus Advisors reported no remaining SolarEdge position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 12,076 SolarEdge shares in Q4 2017, an estimated $345K.
  • Lucus Advisors first reported a position in SolarEdge in Q4 2016 and held it in 3 quarters.
  • Lucus Advisors's SolarEdge position peaked at $413K in Q1 2017.
  • 208 funds tracked by Wall St. Rank held SolarEdge as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.