Next Financial Group’s SolarEdge SEDG Stock Holding History

Next Financial 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 Q4	$15K	Buy	52 +2	+4%	+$631	﹤0.01%	2011
2021 Q3	$14K	Sell	50 -1	-2%	-$272	﹤0.01%	1926
2021 Q2	$14K	Sell	51 -20	-28%	-$5.04K	﹤0.01%	1880
2021 Q1	$20K	Buy	71 +5	+8%	+$1.51K	﹤0.01%	1642
2020 Q4	$21K	Buy	66 +16	+32%	+$4.42K	﹤0.01%	1525
2020 Q3	$12K	Buy	+50	New	+$9.61K	﹤0.01%	1583
2020 Q2	–	Sell	-35	Closed	-$3K	–	1665
2020 Q1	$3K	Buy	+35	New	+$3.7K	﹤0.01%	1857
2019 Q4	–	Sell	-210	Closed	-$18K	–	2512
2019 Q3	$18K	Buy	+210	New	+$15.7K	﹤0.01%	1492
2017 Q1	–	Sell	-3,600	Closed	-$45K	–	2226
2016 Q4	$45K	Sell	3,600 -1,000	-22%	-$13.9K	0.01%	1015
2016 Q3	$79K	Buy	+4,600	New	+$81.1K	0.01%	753

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Next Financial Group's SEDG Position: Q4 2021 in Review

Next Financial Group increased its SolarEdge (SEDG) stake by 4% in Q4 2021, buying an estimated $631 and bringing the position to 52 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Next Financial Group first reported a position in SEDG in Q3 2016 and has held it in 10 quarters since. The position peaked at $79K in Q3 2016. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

Next Financial Group held 52 shares of SolarEdge worth $15K as of Q4 2021.
Next Financial Group bought 2 SolarEdge shares in Q4 2021, an estimated $631.
SolarEdge made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2011 holding.
Next Financial Group first reported a position in SolarEdge in Q3 2016 and has held it in 10 quarters since.
Next Financial Group's SolarEdge position peaked at $79K in Q3 2016.
602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.