Northwest & Ethical Investments’s SolarEdge SEDG Stock Holding History

Northwest & Ethical Investments’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	-5,103	Closed	-$661K	–	400
2023 Q3	$661K	Sell	5,103 -4,986	-49%	-$957K	0.02%	297
2023 Q2	$2.71M	Buy	10,089 +700	+7%	+$201K	0.09%	227
2023 Q1	$2.85M	Buy	9,389 +2,351	+33%	+$717K	0.09%	218
2022 Q4	$1.99M	Buy	7,038 +799	+13%	+$212K	0.07%	246
2022 Q3	$1.44M	Buy	6,239 +1,400	+29%	+$413K	0.06%	262
2022 Q2	$1.32M	Buy	4,839 +700	+17%	+$191K	0.05%	273
2022 Q1	$1.33M	Sell	4,139 -1,101	-21%	-$302K	0.04%	283
2021 Q4	$1.47M	Buy	5,240 +740	+16%	+$234K	0.04%	264
2021 Q3	$1.19M	Buy	+4,500	New	+$1.22M	0.04%	278

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwest & Ethical Investments's SEDG Position: Q4 2023 in Review

Northwest & Ethical Investments sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 5,103 shares — an estimated $661K sold.

Northwest & Ethical Investments first reported a position in SEDG in Q3 2021 and held it in 9 quarters. The position peaked at $2.85M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Northwest & Ethical Investments reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Northwest & Ethical Investments sold 5,103 SolarEdge shares in Q4 2023, an estimated $661K.
Northwest & Ethical Investments first reported a position in SolarEdge in Q3 2021 and held it in 9 quarters.
Northwest & Ethical Investments's SolarEdge position peaked at $2.85M in Q1 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Northwest & Ethical Investments's 13F filing for Q4 2023, filed 9 Jul 2025.