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 $5.72T AUM 30.48% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return