NIA Impact Advisors’s SolarEdge SEDG Stock Holding History

NIA Impact Advisors’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 Q2	$2.37M	Sell	13,352 -279	-2%	-$80K	1.35%	28
2023 Q1	$4.14M	Sell	13,631 -307	-2%	-$93.6K	2.24%	20
2022 Q4	$3.95M	Buy	13,938 +846	+6%	+$224K	2.29%	23
2022 Q3	$3.03M	Buy	13,092 +931	+8%	+$275K	1.87%	27
2022 Q2	$3.33M	Buy	12,161 +1,615	+15%	+$442K	2%	19
2022 Q1	$3.4M	Buy	10,546 +797	+8%	+$219K	1.65%	21
2021 Q4	$2.58M	Sell	9,749 -786	-7%	-$248K	1.37%	26
2021 Q3	$2.79M	Buy	10,535 +368	+4%	+$100K	1.19%	36
2021 Q2	$2.81M	Buy	10,167 +450	+5%	+$113K	1.37%	33
2021 Q1	$2.79M	Buy	9,717 +1,966	+25%	+$593K	1.51%	30
2020 Q4	$2.84M	Buy	+7,751	New	+$2.14M	1.48%	31

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

NIA Impact Advisors's SEDG Position: Q2 2023 in Review

NIA Impact Advisors reduced its SolarEdge (SEDG) stake by 2% in Q2 2023, selling an estimated $80K and leaving 13,352 shares worth $2.37M. The position accounts for 1.35% of the portfolio, ranked #28.

NIA Impact Advisors first reported a position in SEDG in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.14M in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

NIA Impact Advisors held 13,352 shares of SolarEdge worth $2.37M as of Q2 2023.
NIA Impact Advisors sold 279 SolarEdge shares in Q2 2023, an estimated $80K.
SolarEdge made up 1.35% of NIA Impact Advisors's portfolio in Q2 2023, its #28 holding.
NIA Impact Advisors first reported a position in SolarEdge in Q4 2020 and has held it in 11 quarters since.
NIA Impact Advisors's SolarEdge position peaked at $4.14M in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on NIA Impact Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.