Naples Money Management’s SolarEdge SEDG Stock Holding History

Naples Money 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 Q2	–	Sell	-50	Closed	-$3.55K	–	431
2024 Q1	$3.55K	Buy	50 +25	+100%	+$1.8K	﹤0.01%	267
2023 Q4	$2.34K	Buy	+25	New	+$2.28K	﹤0.01%	314

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Naples Money Management's SEDG Position: Q2 2024 in Review

Naples Money Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 50 shares — an estimated $3.55K sold.

Naples Money Management first reported a position in SEDG in Q4 2023 and held it in 2 quarters. The position peaked at $3.55K in Q1 2024. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

Naples Money Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
Naples Money Management sold 50 SolarEdge shares in Q2 2024, an estimated $3.55K.
Naples Money Management first reported a position in SolarEdge in Q4 2023 and held it in 2 quarters.
Naples Money Management's SolarEdge position peaked at $3.55K in Q1 2024.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.