MPS Loria Financial Planners’s SolarEdge SEDG Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-400	Closed	-$114K	–	484
2021 Q1	$114K	Hold	400	–	–	0.05%	106
2020 Q4	$125K	Hold	400	–	–	0.06%	104
2020 Q3	$95K	Hold	400	–	–	0.05%	109
2020 Q2	$56K	Buy	+400	New	+$48.9K	0.03%	137

Other funds holding SEDG

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

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

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

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

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MPS Loria Financial Planners's SEDG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 400 shares — an estimated $114K sold.

MPS Loria Financial Planners first reported a position in SEDG in Q2 2020 and held it in 4 quarters. The position peaked at $125K in Q4 2020. 549 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

MPS Loria Financial Planners reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 400 SolarEdge shares in Q2 2021, an estimated $114K.
MPS Loria Financial Planners first reported a position in SolarEdge in Q2 2020 and held it in 4 quarters.
MPS Loria Financial Planners's SolarEdge position peaked at $125K in Q4 2020.
549 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.