Magnus Financial Group’s SolarEdge SEDG Stock Holding History

Magnus Financial Group’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 Q1	–	Sell	-804	Closed	-$257K	–	339
2020 Q4	$257K	Sell	804 -90	-10%	-$24.9K	0.03%	242
2020 Q3	$213K	Sell	894 -1,648	-65%	-$317K	0.02%	255
2020 Q2	$353K	Sell	2,542 -143	-5%	-$17.5K	0.04%	278
2020 Q1	$220K	Hold	2,685	–	–	0.03%	421
2019 Q4	$255K	Sell	2,685 -492	-15%	-$42.1K	0.04%	376
2019 Q3	$266K	Buy	+3,177	New	+$237K	0.05%	312

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Magnus Financial Group's SEDG Position: Q1 2021 in Review

Magnus Financial Group sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 804 shares — an estimated $257K sold.

Magnus Financial Group first reported a position in SEDG in Q3 2019 and held it in 6 quarters. The position peaked at $353K in Q2 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

Magnus Financial Group reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
Magnus Financial Group sold 804 SolarEdge shares in Q1 2021, an estimated $257K.
Magnus Financial Group first reported a position in SolarEdge in Q3 2019 and held it in 6 quarters.
Magnus Financial Group's SolarEdge position peaked at $353K in Q2 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.