Luminus Management’s SolarEdge SEDG Stock Holding History

Luminus Management’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
2021 Q3	–	Sell	-90,000	Closed	-$24.9M	–	77
2021 Q2	$24.9M	Hold	90,000	–	–	3.62%	8
2021 Q1	$25.9M	Buy	+90,000	New	+$27.1M	4.97%	8
2020 Q3	–	Sell	-25,000	Closed	-$156K	–	62
2020 Q2	$156K	Buy	+25,000	New	+$3.06M	0.02%	43
2018 Q4	–	Sell	-150,000	Closed	-$5.65K	–	175
2018 Q3	$5.65K	Buy	+150,000	New	+$7.22M	0.09%	102

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luminus Management's SEDG Position: Q1 2022 in Review

Luminus Management sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 3,400 shares — an estimated $954K sold.

Luminus Management first reported a position in SEDG in Q1 2020 and held it in 2 quarters. The position peaked at $5.36M in Q1 2020. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

Luminus Management reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
Luminus Management sold 3,400 SolarEdge shares in Q1 2022, an estimated $954K.
Luminus Management first reported a position in SolarEdge in Q1 2020 and held it in 2 quarters.
Luminus Management's SolarEdge position peaked at $5.36M in Q1 2020.
655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on Luminus Management's 13F filing for Q1 2022, filed 13 May 2022.