NBC Securities’s SolarEdge SEDG Stock Holding History

NBC Securities’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	-33	Closed	-$2K	–	2192
2024 Q1	$2K	Sell	33 -163	-83%	-$11.8K	﹤0.01%	2014
2023 Q4	$18K	Hold	196	–	–	﹤0.01%	1522
2023 Q3	$25K	Buy	+196	New	+$37.6K	﹤0.01%	1360

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

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 $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return

NBC Securities's SEDG Position: Q2 2024 in Review

NBC Securities sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 33 shares — an estimated $2K sold.

NBC Securities first reported a position in SEDG in Q3 2023 and held it in 3 quarters. The position peaked at $25K in Q3 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

NBC Securities reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
NBC Securities sold 33 SolarEdge shares in Q2 2024, an estimated $2K.
NBC Securities first reported a position in SolarEdge in Q3 2023 and held it in 3 quarters.
NBC Securities's SolarEdge position peaked at $25K in Q3 2023.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.