MGIM
SEDG icon

M&G Investment Management’s SolarEdge SEDG Stock Holding History

M&G Investment 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
2023
Q4 		$38.8M Buy
413,182
+32,213
+8% +$2.93M 0.14% 87
2023
Q3 		$49.5M Buy
380,969
+203,992
+115% +$39.1M 0.22% 74
2023
Q2 		$47.6M Sell
176,977
-21,860
-11% -$6.27M 0.19% 82
2023
Q1 		$60.4M Sell
198,837
-7,070
-3% -$2.16M 0.29% 69
2022
Q4 		$58.3M Buy
205,907
+10,469
+5% +$2.78M 0.29% 73
2022
Q3 		$45.1K Buy
195,438
+12,600
+7% +$3.72M 0.26% 82
2022
Q2 		$50.1K Buy
182,838
+13,537
+8% +$3.7M 0.3% 87
2022
Q1 		$54.5K Buy
169,301
+47,131
+39% +$12.9M 0.11% 88
2021
Q4 		$34.3K Buy
122,170
+16,442
+16% +$5.19M 0.09% 111
2021
Q3 		$28K Buy
105,728
+5,257
+5% +$1.43M 0.07% 168
2021
Q2 		$27.7K Buy
100,471
+9,205
+10% +$2.32M 0.07% 162
2021
Q1 		$26.2K Buy
91,266
+10,154
+13% +$3.06M 0.08% 104
2020
Q4 		$25.9K Sell
81,112
-9,113
-10% -$2.52M 0.16% 111
2020
Q3 		$21.5M Sell
90,225
-4,046
-4% -$778K 0.21% 106
2020
Q2 		$13.1M Buy
94,271
+21,441
+29% +$2.62M 0.14% 131
2020
Q1 		$5.97M Buy
72,830
+28,368
+64% +$3M 0.07% 183
2019
Q4 		$4.22M Buy
+44,462
New +$3.8M 0.04% 236

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return

M&G Investment Management's SEDG Position: Q4 2023 in Review

M&G Investment Management increased its SolarEdge (SEDG) stake by 8.5% in Q4 2023, buying an estimated $2.93M and bringing the position to 413,182 shares worth $38.8M. The position accounts for 0.14% of the portfolio, ranked #87.

M&G Investment Management first reported a position in SEDG in Q4 2019 and has held it in 17 quarters since. The position peaked at $60.4M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • M&G Investment Management held 413,182 shares of SolarEdge worth $38.8M as of Q4 2023.
  • M&G Investment Management bought 32,213 SolarEdge shares in Q4 2023, an estimated $2.93M.
  • SolarEdge made up 0.14% of M&G Investment Management's portfolio in Q4 2023, its #87 holding.
  • M&G Investment Management first reported a position in SolarEdge in Q4 2019 and has held it in 17 quarters since.
  • M&G Investment Management's SolarEdge position peaked at $60.4M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.