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Montanaro Asset Management’s SolarEdge SEDG Stock Holding History

Montanaro Asset 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
2024
Q4 		– Sell
-118,250
Closed -$2.71M – 49
2024
Q3 		$2.71M Hold
118,250
– – 0.48% 38
2024
Q2 		$2.99M Sell
118,250
-30,000
-20% -$1.56M 0.56% 38
2024
Q1 		$10.5M Buy
148,250
+32,575
+28% +$2.35M 1.9% 25
2023
Q4 		$10.8M Buy
115,675
+27,000
+30% +$2.46M 2.04% 24
2023
Q3 		$11.5M Sell
88,675
-5,625
-6% -$1.08M 2.02% 25
2023
Q2 		$25.4M Buy
94,300
+6,000
+7% +$1.72M 4.01% 8
2023
Q1 		$26.8M Sell
88,300
-18,730
-17% -$5.71M 4.17% 9
2022
Q4 		$30.3M Sell
107,030
-37,950
-26% -$10.1M 4.93% 5
2022
Q3 		$33.6M Sell
144,980
-11,820
-8% -$3.49M 5.14% 2
2022
Q2 		$42.9M Hold
156,800
– – 6.45% 2
2022
Q1 		$50.5M Sell
156,800
-14,750
-9% -$4.05M 6.23% 1
2021
Q4 		$48.1M Buy
171,550
+23,700
+16% +$7.48M 4.86% 7
2021
Q3 		$39.2M Buy
147,850
+16,350
+12% +$4.45M 4.73% 5
2021
Q2 		$36.3M Sell
131,500
-5,000
-4% -$1.26M 4.57% 6
2021
Q1 		$39.2M Sell
136,500
-21,000
-13% -$6.33M 5.78% 3
2020
Q4 		$50.3M Buy
+157,500
New +$43.5M 8.48% 1

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Montanaro Asset Management's SEDG Position: Q4 2024 in Review

Montanaro Asset Management sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 118,250 shares — an estimated $2.71M sold.

Montanaro Asset Management first reported a position in SEDG in Q4 2020 and held it in 16 quarters. The position peaked at $50.5M in Q1 2022. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Montanaro Asset Management reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Montanaro Asset Management sold 118,250 SolarEdge shares in Q4 2024, an estimated $2.71M.
  • Montanaro Asset Management first reported a position in SolarEdge in Q4 2020 and held it in 16 quarters.
  • Montanaro Asset Management's SolarEdge position peaked at $50.5M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Montanaro Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.