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Noked Capital’s SolarEdge SEDG Stock Holding History

Noked Capital’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
2022
Q3 		$23.1K Sell
99,869
-118,981
-54% -$35.1M 2.44% 8
2022
Q2 		$59.9M Buy
218,850
+72,455
+49% +$19.8M 13.75% 1
2022
Q1 		$47.2M Sell
146,395
-4,390
-3% -$1.21M 14.36% 1
2021
Q4 		$42.3M Buy
150,785
+27,750
+23% +$8.76M 10.41% 2
2021
Q3 		$32.6M Buy
+123,035
New +$33.5M 7.67% 5
2020
Q4 		– Sell
-82,698
Closed -$19.7M – 28
2020
Q3 		$19.7M Sell
82,698
-92,700
-53% -$17.8M 13.07% 2
2020
Q2 		$24.3M Buy
175,398
+53,900
+44% +$6.59M 17.41% 2
2020
Q1 		$9.95M Sell
121,498
-312,890
-72% -$33.1M 17.77% 2
2019
Q4 		$41.3M Sell
434,388
-65,731
-13% -$5.62M 46.36% 1
2019
Q3 		$41.9M Sell
500,119
-118,000
-19% -$8.8M 44.04% 1
2019
Q2 		$38.6M Sell
618,119
-127,150
-17% -$6.42M 47.32% 1
2019
Q1 		$28.1M Buy
745,269
+505,076
+210% +$20.2M 29.28% 1
2018
Q4 		$8.43M Buy
+240,193
New +$9.2M 7.06% 5

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Noked Capital's SEDG Position: Q3 2022 in Review

Noked Capital reduced its SolarEdge (SEDG) stake by 54% in Q3 2022, selling an estimated $35.1M and leaving 99,869 shares worth $23.1K. The position accounts for 2.44% of the portfolio, ranked #8.

Noked Capital first reported a position in SEDG in Q4 2018 and has held it in 13 quarters since. The position peaked at $59.9M in Q2 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • Noked Capital held 99,869 shares of SolarEdge worth $23.1K as of Q3 2022.
  • Noked Capital sold 118,981 SolarEdge shares in Q3 2022, an estimated $35.1M.
  • SolarEdge made up 2.44% of Noked Capital's portfolio in Q3 2022, its #8 holding.
  • Noked Capital first reported a position in SolarEdge in Q4 2018 and has held it in 13 quarters since.
  • Noked Capital's SolarEdge position peaked at $59.9M in Q2 2022.
  • 642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Noked Capital's 13F filing for Q3 2022, filed 14 Nov 2022.