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Occudo Quantitative Strategies’s SolarEdge SEDG Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-6,188
Closed -$1.66M – 1279
2023
Q2 		$1.66M Buy
+6,188
New +$1.77M 0.17% 174
2023
Q1 		– Sell
-7,237
Closed -$2.05M – 1170
2022
Q4 		$2.05M Buy
+7,237
New +$1.92M 0.24% 124

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Occudo Quantitative Strategies's SEDG Position: Q3 2023 in Review

Occudo Quantitative Strategies sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 6,188 shares — an estimated $1.66M sold.

Occudo Quantitative Strategies first reported a position in SEDG in Q4 2022 and held it in 2 quarters. The position peaked at $2.05M in Q4 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Occudo Quantitative Strategies reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,188 SolarEdge shares in Q3 2023, an estimated $1.66M.
  • Occudo Quantitative Strategies first reported a position in SolarEdge in Q4 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's SolarEdge position peaked at $2.05M in Q4 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2023, filed 14 Nov 2023.