Money Concepts Capital’s SolarEdge SEDG Stock Holding History

Money Concepts Capital’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 Q2	–	Sell	-4,168	Closed	-$1.27M	–	458
2023 Q1	$1.27M	Sell	4,168 -373	-8%	-$114K	0.07%	186
2022 Q4	$1.29M	Sell	4,541 -88	-2%	-$23.4K	0.06%	253
2022 Q3	$1.07M	Buy	4,629 +4,151	+868%	+$1.22M	0.06%	226
2022 Q2	$132K	Sell	478 -59	-11%	-$16.1K	0.01%	511
2022 Q1	$173K	Buy	+537	New	+$147K	0.01%	794
2021 Q1	$201K	Buy	701 +36	+5%	+$10.9K	0.02%	466
2020 Q4	$212K	Buy	+665	New	+$184K	0.02%	403

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's SEDG Position: Q2 2023 in Review

Money Concepts Capital sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 4,168 shares — an estimated $1.27M sold.

Money Concepts Capital first reported a position in SEDG in Q4 2020 and held it in 7 quarters. The position peaked at $1.29M in Q4 2022. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Money Concepts Capital reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 4,168 SolarEdge shares in Q2 2023, an estimated $1.27M.
Money Concepts Capital first reported a position in SolarEdge in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's SolarEdge position peaked at $1.29M in Q4 2022.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.