NMERB
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New Mexico Educational Retirement Board’s SolarEdge SEDG Stock Holding History

New Mexico Educational Retirement Board’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
Q4 		– Sell
-2,900
Closed -$376K – 913
2023
Q3 		$376K Buy
2,900
+200
+7% +$38.4K 0.02% 878
2023
Q2 		$726K Buy
2,700
+100
+4% +$28.7K 0.03% 696
2023
Q1 		$790K Sell
2,600
-100
-4% -$30.5K 0.04% 595
2022
Q4 		$765K Sell
2,700
-100
-4% -$26.5K 0.04% 551
2022
Q3 		$648K Sell
2,800
-100
-3% -$29.5K 0.04% 606
2022
Q2 		$794K Sell
2,900
-200
-6% -$54.7K 0.04% 541
2022
Q1 		$999K Sell
3,100
-100
-3% -$27.5K 0.04% 604
2021
Q4 		$898K Sell
3,200
-7,500
-70% -$2.37M 0.03% 697
2021
Q3 		$2.84M Hold
10,700
– – 0.1% 182
2021
Q2 		$2.96M Buy
10,700
+1,900
+22% +$479K 0.1% 172
2021
Q1 		$2.53M Hold
8,800
– – 0.1% 172
2020
Q4 		$2.81M Sell
8,800
-1,400
-14% -$387K 0.12% 148
2020
Q3 		$2.43M Sell
10,200
-1,400
-12% -$269K 0.11% 154
2020
Q2 		$1.61M Hold
11,600
– – 0.08% 266
2020
Q1 		$950K Buy
11,600
+3,300
+40% +$349K 0.06% 381
2019
Q4 		$789K Buy
+8,300
New +$710K 0.03% 595

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

New Mexico Educational Retirement Board's SEDG Position: Q4 2023 in Review

New Mexico Educational Retirement Board sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,900 shares — an estimated $376K sold.

New Mexico Educational Retirement Board first reported a position in SEDG in Q4 2019 and held it in 16 quarters. The position peaked at $2.96M in Q2 2021. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • New Mexico Educational Retirement Board reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • New Mexico Educational Retirement Board sold 2,900 SolarEdge shares in Q4 2023, an estimated $376K.
  • New Mexico Educational Retirement Board first reported a position in SolarEdge in Q4 2019 and held it in 16 quarters.
  • New Mexico Educational Retirement Board's SolarEdge position peaked at $2.96M in Q2 2021.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on New Mexico Educational Retirement Board's 13F filing for Q4 2023, filed 22 Jan 2024.