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MONECO Advisors’s SolarEdge SEDG Stock Holding History

MONECO 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
Q3 		– Sell
-1,253
Closed -$337K – 349
2023
Q2 		$337K Buy
1,253
+2
+0.2% +$574 0.09% 236
2023
Q1 		$380K Hold
1,251
– – 0.11% 206
2022
Q4 		$354K Hold
1,251
– – 0.13% 174
2022
Q3 		$290K Buy
1,251
+1
+0.1% +$295 0.12% 185
2022
Q2 		$342K Sell
1,250
-250
-17% -$68.4K 0.13% 163
2022
Q1 		$484K Hold
1,500
– – 0.18% 126
2021
Q4 		$347K Hold
1,500
– – 0.13% 164
2021
Q3 		$398K Hold
1,500
– – 0.16% 142
2021
Q2 		$415K Hold
1,500
– – 0.19% 122
2021
Q1 		$431K Hold
1,500
– – 0.21% 112
2020
Q4 		$503K Buy
+1,500
New +$415K 0.28% 81

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

MONECO Advisors's SEDG Position: Q3 2023 in Review

MONECO Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,253 shares — an estimated $337K sold.

MONECO Advisors first reported a position in SEDG in Q4 2020 and held it in 11 quarters. The position peaked at $503K in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • MONECO Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • MONECO Advisors sold 1,253 SolarEdge shares in Q3 2023, an estimated $337K.
  • MONECO Advisors first reported a position in SolarEdge in Q4 2020 and held it in 11 quarters.
  • MONECO Advisors's SolarEdge position peaked at $503K in Q4 2020.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on MONECO Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.