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Milestone Investment Advisors’s SolarEdge SEDG Stock Holding History

Milestone Investment Advisors’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
-68
Closed -$8.81K – 385
2023
Q3 		$8.81K Buy
+68
New +$13K ﹤0.01% 301
2023
Q2 		– Sell
-68
Closed -$20.7K – 382
2023
Q1 		$20.7K Buy
+68
New +$20.7K 0.01% 262

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

Milestone Investment Advisors's SEDG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 68 shares — an estimated $8.81K sold.

Milestone Investment Advisors first reported a position in SEDG in Q1 2023 and held it in 2 quarters. The position peaked at $20.7K in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 68 SolarEdge shares in Q4 2023, an estimated $8.81K.
  • Milestone Investment Advisors first reported a position in SolarEdge in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's SolarEdge position peaked at $20.7K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.