New England Investment & Retirement Group’s SolarEdge SEDG Stock Holding History

New England Investment & Retirement Group’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 Q3	$3.33M	Buy	+12,542	New	+$3.41M	0.77%	33
2021 Q1	–	Sell	-8,516	Closed	-$2.72M	–	92
2020 Q4	$2.72M	Buy	8,516 +1,019	+14%	+$282K	0.63%	34
2020 Q3	$1.79M	Sell	7,497 -4,275	-36%	-$822K	0.45%	38
2020 Q2	$1.63M	Buy	11,772 +1,288	+12%	+$157K	0.41%	44
2020 Q1	$858K	Buy	10,484 +1	+0%	+$106	0.37%	31
2019 Q4	$997K	Buy	10,483 +332	+3%	+$28.4K	0.34%	36
2019 Q3	$850K	Buy	+10,151	New	+$757K	0.35%	32

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

PAMS

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

NIPH

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

New England Investment & Retirement Group's SEDG Position: Q3 2021 in Review

New England Investment & Retirement Group opened a new position in SolarEdge (SEDG) in Q3 2021: 12,542 shares worth $3.33M. The stake represents 0.77% of the portfolio and ranks #33 among its holdings. This is a return to the name: New England Investment & Retirement Group previously reported a position in SEDG as recently as Q4 2020.

New England Investment & Retirement Group first reported a position in SEDG in Q3 2019 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

New England Investment & Retirement Group held 12,542 shares of SolarEdge worth $3.33M as of Q3 2021.
SolarEdge was a new New England Investment & Retirement Group position in Q3 2021.
SolarEdge made up 0.77% of New England Investment & Retirement Group's portfolio in Q3 2021, its #33 holding.
New England Investment & Retirement Group first reported a position in SolarEdge in Q3 2019 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.