Oak Grove Capital’s SolarEdge SEDG Stock Holding History

Oak Grove 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
2023 Q4	–	Sell	-4,304	Closed	-$557K	–	60
2023 Q3	$557K	Sell	4,304 -1,478	-26%	-$284K	0.19%	37
2023 Q2	$1.56M	Buy	+5,782	New	+$1.66M	0.53%	27

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

Oak Grove Capital's SEDG Position: Q4 2023 in Review

Oak Grove Capital sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 4,304 shares — an estimated $557K sold.

Oak Grove Capital first reported a position in SEDG in Q2 2023 and held it in 2 quarters. The position peaked at $1.56M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Oak Grove Capital reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Oak Grove Capital sold 4,304 SolarEdge shares in Q4 2023, an estimated $557K.
Oak Grove Capital first reported a position in SolarEdge in Q2 2023 and held it in 2 quarters.
Oak Grove Capital's SolarEdge position peaked at $1.56M in Q2 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Oak Grove Capital's 13F filing for Q4 2023, filed 12 Feb 2024.