Mount Yale Investment Advisors’s SolarEdge SEDG Stock Holding History

Mount Yale Investment Advisors’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 Q1	–	Sell	-1,582	Closed	-$448K	–	526
2022 Q4	$448K	Buy	1,582 +627	+66%	+$166K	0.05%	296
2022 Q3	$221K	Sell	955 -890	-48%	-$263K	0.03%	404
2022 Q2	$505K	Buy	1,845 +541	+41%	+$148K	0.06%	291
2022 Q1	$420K	Buy	1,304 +423	+48%	+$116K	0.05%	322
2021 Q4	$247K	Sell	881 -1,425	-62%	-$450K	0.03%	412
2021 Q3	$612K	Buy	+2,306	New	+$628K	0.07%	250

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mount Yale Investment Advisors's SEDG Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 1,582 shares — an estimated $448K sold.

Mount Yale Investment Advisors first reported a position in SEDG in Q3 2021 and held it in 6 quarters. The position peaked at $612K in Q3 2021. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

Mount Yale Investment Advisors reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,582 SolarEdge shares in Q1 2023, an estimated $448K.
Mount Yale Investment Advisors first reported a position in SolarEdge in Q3 2021 and held it in 6 quarters.
Mount Yale Investment Advisors's SolarEdge position peaked at $612K in Q3 2021.
686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.