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Mitchell Capital Management’s SolarEdge SEDG Stock Holding History

Mitchell Capital 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
-2,930
Closed -$788K – 118
2023
Q2 		$788K Buy
2,930
+116
+4% +$33.3K 0.18% 100
2023
Q1 		$855K Sell
2,814
-62
-2% -$18.9K 0.21% 103
2022
Q4 		$815K Hold
2,876
– – 0.23% 106
2022
Q3 		$666K Buy
2,876
+12
+0.4% +$3.54K 0.19% 106
2022
Q2 		$784K Buy
2,864
+7
+0.2% +$1.91K 0.22% 99
2022
Q1 		$921K Sell
2,857
-61
-2% -$16.8K 0.21% 102
2021
Q4 		$819K Sell
2,918
-1,420
-33% -$448K 0.17% 115
2021
Q3 		$1.15M Buy
4,338
+74
+2% +$20.1K 0.26% 101
2021
Q2 		$1.18M Buy
4,264
+303
+8% +$76.3K 0.26% 105
2021
Q1 		$1.14M Buy
3,961
+640
+19% +$193K 0.28% 101
2020
Q4 		$1.06M Sell
3,321
-840
-20% -$232K 0.27% 98
2020
Q3 		$992K Buy
4,161
+131
+3% +$25.2K 0.29% 93
2020
Q2 		$559K Buy
4,030
+164
+4% +$20.1K 0.18% 110
2020
Q1 		$317K Buy
3,866
+1,166
+43% +$123K 0.12% 119
2019
Q4 		$257K Buy
+2,700
New +$231K 0.08% 129

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

Mitchell Capital Management's SEDG Position: Q3 2023 in Review

Mitchell Capital Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 2,930 shares — an estimated $788K sold.

Mitchell Capital Management first reported a position in SEDG in Q4 2019 and held it in 15 quarters. The position peaked at $1.18M in Q2 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Mitchell Capital Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Mitchell Capital Management sold 2,930 SolarEdge shares in Q3 2023, an estimated $788K.
  • Mitchell Capital Management first reported a position in SolarEdge in Q4 2019 and held it in 15 quarters.
  • Mitchell Capital Management's SolarEdge position peaked at $1.18M in Q2 2021.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Mitchell Capital Management's 13F filing for Q3 2023, filed 3 Nov 2023.