OA
SEDG icon

Oak Associates’s SolarEdge SEDG Stock Holding History

Oak Associates’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
Q1 		– Sell
-25,007
Closed -$2.34M – 136
2023
Q4 		$2.34M Buy
25,007
+15,498
+163% +$1.41M 0.18% 66
2023
Q3 		$1.23M Buy
9,509
+612
+7% +$117K 0.1% 92
2023
Q2 		$2.39M Hold
8,897
– – 0.19% 70
2023
Q1 		$2.7M Hold
8,897
– – 0.22% 63
2022
Q4 		$2.52M Hold
8,897
– – 0.21% 75
2022
Q3 		$2.06M Hold
8,897
– – 0.17% 72
2022
Q2 		$2.44M Sell
8,897
-2,471
-22% -$676K 0.19% 65
2022
Q1 		$3.67M Hold
11,368
– – 0.22% 57
2021
Q4 		$3.19M Sell
11,368
-4,850
-30% -$1.53M 0.17% 65
2021
Q3 		$4.3M Hold
16,218
– – 0.24% 58
2021
Q2 		$4.48M Hold
16,218
– – 0.25% 56
2021
Q1 		$4.66M Sell
16,218
-382
-2% -$115K 0.28% 53
2020
Q4 		$5.3M Sell
16,600
-890
-5% -$246K 0.32% 54
2020
Q3 		$4.17M Sell
17,490
-2,000
-10% -$384K 0.28% 58
2020
Q2 		$2.71M Sell
19,490
-790
-4% -$96.6K 0.18% 64
2020
Q1 		$1.66M Sell
20,280
-1,580
-7% -$167K 0.14% 71
2019
Q4 		$2.08M Sell
21,860
-3,105
-12% -$266K 0.12% 80
2019
Q3 		$2.09M Hold
24,965
– – 0.13% 80
2019
Q2 		$1.56M Hold
24,965
– – 0.1% 88
2019
Q1 		$941K Buy
24,965
+10,475
+72% +$418K 0.06% 110
2018
Q4 		$509K Hold
14,490
– – 0.04% 121
2018
Q3 		$546K Sell
14,490
-150
-1% -$7.22K 0.03% 136
2018
Q2 		$701K Buy
14,640
+225
+2% +$12.5K 0.05% 115
2018
Q1 		$758K Sell
14,415
-13,635
-49% -$598K 0.05% 114
2017
Q4 		$1.05M Hold
28,050
– – 0.07% 111
2017
Q3 		$801K Hold
28,050
– – 0.06% 123
2017
Q2 		$561K Buy
+28,050
New +$497K 0.04% 129

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Oak Associates's SEDG Position: Q1 2024 in Review

Oak Associates sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 25,007 shares — an estimated $2.34M sold.

Oak Associates first reported a position in SEDG in Q2 2017 and held it in 27 quarters. The position peaked at $5.3M in Q4 2020. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Oak Associates reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Oak Associates sold 25,007 SolarEdge shares in Q1 2024, an estimated $2.34M.
  • Oak Associates first reported a position in SolarEdge in Q2 2017 and held it in 27 quarters.
  • Oak Associates's SolarEdge position peaked at $5.3M in Q4 2020.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Oak Associates's 13F filing for Q1 2024, filed 10 May 2024.