M Holdings Securities’s SolarEdge SEDG Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-1,448	Closed	-$440K	–	406
2023 Q1	$440K	Sell	1,448 -847	-37%	-$258K	0.05%	288
2022 Q4	$650K	Sell	2,295 -3	-0.1%	-$796	0.07%	210
2022 Q3	$532K	Sell	2,298 -330	-13%	-$97.3K	0.06%	236
2022 Q2	$719K	Hold	2,628	–	–	0.07%	190
2022 Q1	$847K	Buy	+2,628	New	+$722K	0.06%	208
2021 Q2	–	Sell	-5,206	Closed	-$1.5M	–	425
2021 Q1	$1.5M	Buy	+5,206	New	+$1.57M	0.14%	144
2020 Q2	–	Sell	-15,201	Closed	-$1.25M	–	223
2020 Q1	$1.25M	Buy	15,201 +1,355	+10%	+$143K	0.18%	131
2019 Q4	$1.32M	Buy	13,846 +75	+0.5%	+$6.41K	0.38%	76
2019 Q3	$1.15M	Buy	13,771 +1,484	+12%	+$111K	0.35%	81
2019 Q2	$767K	Buy	12,287 +1,502	+14%	+$75.8K	0.26%	99
2019 Q1	$406K	Buy	10,785 +1,056	+11%	+$42.2K	0.09%	229
2018 Q4	$341K	Buy	9,729 +3,318	+52%	+$127K	0.11%	226
2018 Q3	$241K	Buy	6,411 +1,532	+31%	+$73.8K	0.06%	311
2018 Q2	$233K	Buy	+4,879	New	+$270K	0.06%	309

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M Holdings Securities's SEDG Position: Q2 2023 in Review

M Holdings Securities sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 1,448 shares — an estimated $440K sold.

M Holdings Securities first reported a position in SEDG in Q2 2018 and held it in 14 quarters. The position peaked at $1.5M in Q1 2021. 670 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

M Holdings Securities reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
M Holdings Securities sold 1,448 SolarEdge shares in Q2 2023, an estimated $440K.
M Holdings Securities first reported a position in SolarEdge in Q2 2018 and held it in 14 quarters.
M Holdings Securities's SolarEdge position peaked at $1.5M in Q1 2021.
670 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.