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Marietta Investment Partners’s SolarEdge SEDG Stock Holding History

Marietta Investment Partners’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 		– Sell
-5,103
Closed -$661K – 165
2023
Q3 		$661K Sell
5,103
-2,308
-31% -$443K 0.19% 96
2023
Q2 		$1.99M Sell
7,411
-572
-7% -$164K 0.52% 49
2023
Q1 		$2.43M Sell
7,983
-50
-0.6% -$15.2K 0.68% 39
2022
Q4 		$2.28M Sell
8,033
-550
-6% -$146K 0.64% 41
2022
Q3 		$1.88M Buy
8,583
+242
+3% +$71.4K 0.56% 41
2022
Q2 		$2.28M Buy
8,341
+1,316
+19% +$360K 0.68% 38
2022
Q1 		$2.27M Buy
7,025
+50
+0.7% +$13.7K 0.52% 50
2021
Q4 		$1.96M Buy
6,975
+14
+0.2% +$4.42K 0.41% 60
2021
Q3 		$1.85M Hold
6,961
– – 0.42% 57
2021
Q2 		$1.92M Hold
6,961
– – 0.44% 57
2021
Q1 		$2M Sell
6,961
-925
-12% -$279K 0.49% 52
2020
Q4 		$2.52M Buy
7,886
+68
+0.9% +$18.8K 0.64% 43
2020
Q3 		$1.86M Buy
7,818
+3,808
+95% +$732K 0.56% 40
2020
Q2 		$557K Buy
+4,010
New +$490K 0.19% 84

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

Marietta Investment Partners's SEDG Position: Q4 2023 in Review

Marietta Investment Partners sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 5,103 shares — an estimated $661K sold.

Marietta Investment Partners first reported a position in SEDG in Q2 2020 and held it in 14 quarters. The position peaked at $2.52M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Marietta Investment Partners reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 5,103 SolarEdge shares in Q4 2023, an estimated $661K.
  • Marietta Investment Partners first reported a position in SolarEdge in Q2 2020 and held it in 14 quarters.
  • Marietta Investment Partners's SolarEdge position peaked at $2.52M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Marietta Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.