Odey Asset Management Group’s SolarEdge SEDG Stock Holding History

Odey Asset Management Group’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
2017 Q1	–	Sell	-3,301,780	Closed	-$40.9M	–	71
2016 Q4	$40.9M	Sell	3,301,780 -40,166	-1%	-$558K	4.3%	8
2016 Q3	$57.6M	Buy	3,341,946 +534,006	+19%	+$9.41M	4.16%	8
2016 Q2	$55M	Buy	2,807,940 +1,191,440	+74%	+$26.8M	4.92%	9
2016 Q1	$40.6M	Buy	1,616,500 +1,011,500	+167%	+$26.5M	4.47%	9
2015 Q4	$17M	Buy	+605,000	New	+$13M	1.39%	21
2015 Q2	–	Sell	-649,159	Closed	-$14.2M	–	105
2015 Q1	$14.2M	Buy	+649,159	New	+$13.9M	0.81%	30

Other funds holding SEDG

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Odey Asset Management Group's SEDG Position: Q1 2017 in Review

Odey Asset Management Group sold out of SolarEdge (SEDG) in Q1 2017, closing a stake of 3,301,780 shares — an estimated $40.9M sold.

Odey Asset Management Group first reported a position in SEDG in Q1 2015 and held it in 6 quarters. The position peaked at $57.6M in Q3 2016. 104 funds tracked by Wall St. Rank hold SEDG as of Q1 2017.

Odey Asset Management Group reported no remaining SolarEdge position as of Q1 2017 after selling out during the quarter.
Odey Asset Management Group sold 3,301,780 SolarEdge shares in Q1 2017, an estimated $40.9M.
Odey Asset Management Group first reported a position in SolarEdge in Q1 2015 and held it in 6 quarters.
Odey Asset Management Group's SolarEdge position peaked at $57.6M in Q3 2016.
104 funds tracked by Wall St. Rank held SolarEdge as of Q1 2017.

Based on Odey Asset Management Group's 13F filing for Q1 2017, filed 15 May 2017.