MOTCO’s SolarEdge SEDG Stock Holding History

MOTCO’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	-75	Closed	-$1.72K	–	567
2024 Q3	$1.72K	Hold	75	–	–	﹤0.01%	564
2024 Q2	$1.9K	Buy	+75	New	+$3.9K	﹤0.01%	670
2023 Q3	–	Sell	-2	Closed	-$538	–	939
2023 Q2	$538	Buy	+2	New	+$574	﹤0.01%	848

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

MOTCO's SEDG Position: Q4 2024 in Review

MOTCO sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 75 shares — an estimated $1.72K sold.

MOTCO first reported a position in SEDG in Q2 2023 and held it in 3 quarters. The position peaked at $1.9K in Q2 2024. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

MOTCO reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
MOTCO sold 75 SolarEdge shares in Q4 2024, an estimated $1.72K.
MOTCO first reported a position in SolarEdge in Q2 2023 and held it in 3 quarters.
MOTCO's SolarEdge position peaked at $1.9K in Q2 2024.
280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.