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Marks Group Wealth Management’s SolarEdge SEDG Stock Holding History

Marks Group Wealth 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
Q3 		– Sell
-837
Closed -$225K – 283
2023
Q2 		$225K Buy
837
+12
+1% +$3.44K 0.03% 265
2023
Q1 		$251K Buy
825
+9
+1% +$2.74K 0.03% 259
2022
Q4 		$231K Sell
816
-65
-7% -$17.2K 0.03% 258
2022
Q3 		$204K Sell
881
-63
-7% -$18.6K 0.03% 262
2022
Q2 		$259K Buy
944
+18
+2% +$4.92K 0.04% 256
2022
Q1 		$298K Buy
+926
New +$254K 0.04% 270

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Marks Group Wealth Management's SEDG Position: Q3 2023 in Review

Marks Group Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 837 shares — an estimated $225K sold.

Marks Group Wealth Management first reported a position in SEDG in Q1 2022 and held it in 6 quarters. The position peaked at $298K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Marks Group Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 837 SolarEdge shares in Q3 2023, an estimated $225K.
  • Marks Group Wealth Management first reported a position in SolarEdge in Q1 2022 and held it in 6 quarters.
  • Marks Group Wealth Management's SolarEdge position peaked at $298K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Marks Group Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.