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Moran Wealth Management’s SolarEdge SEDG Stock Holding History

Moran Wealth 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
Q1 		– Sell
-22,762
Closed -$2.13M – 444
2023
Q4 		$2.13M Buy
22,762
+1,683
+8% +$153K 0.08% 249
2023
Q3 		$2.73M Buy
21,079
+157
+0.8% +$30.1K 0.11% 195
2023
Q2 		$5.63M Sell
20,922
-420
-2% -$120K 0.21% 147
2023
Q1 		$6.49M Buy
21,342
+607
+3% +$185K 0.25% 130
2022
Q4 		$5.87M Buy
+20,735
New +$5.5M 0.22% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Moran Wealth Management's SEDG Position: Q1 2024 in Review

Moran Wealth Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 22,762 shares — an estimated $2.13M sold.

Moran Wealth Management first reported a position in SEDG in Q4 2022 and held it in 5 quarters. The position peaked at $6.49M in Q1 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Moran Wealth Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 22,762 SolarEdge shares in Q1 2024, an estimated $2.13M.
  • Moran Wealth Management first reported a position in SolarEdge in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's SolarEdge position peaked at $6.49M in Q1 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.