North Growth Management’s SolarEdge SEDG Stock Holding History

North Growth Management’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
2024 Q2	–	Sell	-80,000	Closed	-$5.71M	–	48
2024 Q1	$5.71M	Sell	80,000 -1,000	-1%	-$72.2K	1.09%	41
2023 Q4	$7.59M	Buy	81,000 +30,000	+59%	+$2.73M	1.62%	31
2023 Q3	$6.57M	Sell	51,000 -1,000	-2%	-$192K	1.46%	33
2023 Q2	$13.9M	Hold	52,000	–	–	2.86%	12
2023 Q1	$15.7M	Sell	52,000 -1,000	-2%	-$305K	3.35%	6
2022 Q4	$14.9M	Hold	53,000	–	–	3.39%	9
2022 Q3	$12.2M	Hold	53,000	–	–	3.04%	11
2022 Q2	$14.4M	Hold	53,000	–	–	3.34%	9
2022 Q1	$17M	Buy	53,000 +23,000	+77%	+$6.32M	3.14%	10
2021 Q4	$8.47M	Hold	30,000	–	–	1.41%	34
2021 Q3	$8.01M	Hold	30,000	–	–	1.41%	35
2021 Q2	$8.32M	Hold	30,000	–	–	1.35%	39
2021 Q1	$8.62M	Sell	30,000 -18,000	-38%	-$5.43M	1.53%	34
2020 Q4	$15.4M	Sell	48,000 -22,000	-31%	-$6.08M	3.15%	6
2020 Q3	$16.6M	Sell	70,000 -42,000	-38%	-$8.07M	3.66%	3
2020 Q2	$15.6M	Sell	112,000 -43,000	-28%	-$5.26M	3.74%	5
2020 Q1	$12.7M	Sell	155,000 -3,000	-2%	-$317K	3.58%	5
2019 Q4	$15M	Hold	158,000	–	–	3.37%	7
2019 Q3	$13.2M	Hold	158,000	–	–	3.19%	7
2019 Q2	$9.87M	Hold	158,000	–	–	2.44%	19
2019 Q1	$5.96M	Sell	158,000 -220,000	-58%	-$8.79M	1.59%	31
2018 Q4	$13.3M	Hold	378,000	–	–	3.71%	5
2018 Q3	$14.2M	Buy	378,000 +104,000	+38%	+$5.01M	3.61%	4
2018 Q2	$13.1M	Sell	274,000 -25,000	-8%	-$1.38M	3.31%	7
2018 Q1	$15.7M	Sell	299,000 -30,000	-9%	-$1.32M	4.05%	6
2017 Q4	$12.4M	Buy	+329,000	New	+$11.3M	3.24%	8

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

North Growth Management's SEDG Position: Q2 2024 in Review

North Growth Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 80,000 shares — an estimated $5.71M sold.

North Growth Management first reported a position in SEDG in Q4 2017 and held it in 26 quarters. The position peaked at $17M in Q1 2022. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

North Growth Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
North Growth Management sold 80,000 SolarEdge shares in Q2 2024, an estimated $5.71M.
North Growth Management first reported a position in SolarEdge in Q4 2017 and held it in 26 quarters.
North Growth Management's SolarEdge position peaked at $17M in Q1 2022.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on North Growth Management's 13F filing for Q2 2024, filed 25 Jul 2024.