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Montag & Associates’s SolarEdge SEDG Stock Holding History

Montag & Associates’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
-5
Closed -$1.35K – 938
2023
Q2 		$1.35K Sell
5
-1
-17% -$287 ﹤0.01% 876
2023
Q1 		$1.82K Hold
6
– – ﹤0.01% 864
2022
Q4 		$1.7K Buy
+6
New +$1.59K ﹤0.01% 873

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

Montag & Associates's SEDG Position: Q3 2023 in Review

Montag & Associates sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 5 shares — an estimated $1.35K sold.

Montag & Associates first reported a position in SEDG in Q4 2022 and held it in 3 quarters. The position peaked at $1.82K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Montag & Associates reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Montag & Associates sold 5 SolarEdge shares in Q3 2023, an estimated $1.35K.
  • Montag & Associates first reported a position in SolarEdge in Q4 2022 and held it in 3 quarters.
  • Montag & Associates's SolarEdge position peaked at $1.82K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Montag & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.