Northwest Investment Counselors’s SolarEdge SEDG Stock Holding History

Northwest Investment Counselors’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 Q3	$825	Buy	+36	New	+$875	﹤0.01%	592
2024 Q2	–	Sell	-36	Closed	-$2.56K	–	435
2024 Q1	$2.56K	Buy	+36	New	+$2.6K	﹤0.01%	478
2023 Q4	–	Sell	-36	Closed	-$4.66K	–	455
2023 Q3	$4.66K	Hold	36	–	–	﹤0.01%	448
2023 Q2	$9.69K	Hold	36	–	–	﹤0.01%	395
2023 Q1	$10.9K	Sell	36 -14	-28%	-$4.27K	﹤0.01%	387
2022 Q4	$14.2K	Hold	50	–	–	﹤0.01%	363
2022 Q3	$12K	Hold	50	–	–	﹤0.01%	349
2022 Q2	$14K	Hold	50	–	–	﹤0.01%	332
2022 Q1	$16K	Hold	50	–	–	﹤0.01%	341
2021 Q4	$14K	Buy	+50	New	+$15.8K	﹤0.01%	337

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Northwest Investment Counselors's SEDG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in SolarEdge (SEDG) in Q3 2024: 36 shares worth $825. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SEDG as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SEDG in Q4 2021 and has held it in 10 quarters since. The position peaked at $16K in Q1 2022. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Northwest Investment Counselors held 36 shares of SolarEdge worth $825 as of Q3 2024.
SolarEdge was a new Northwest Investment Counselors position in Q3 2024.
SolarEdge made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #592 holding.
Northwest Investment Counselors first reported a position in SolarEdge in Q4 2021 and has held it in 10 quarters since.
Northwest Investment Counselors's SolarEdge position peaked at $16K in Q1 2022.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.