Oliver Lagore Vanvalin Investment Group’s SolarEdge SEDG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q1	–	Sell	-64	Closed	-$5.99K	–	812
2023 Q4	$5.99K	Buy	+64	New	+$5.83K	﹤0.01%	493
2023 Q1	–	Sell	-28	Closed	-$7.93K	–	730
2022 Q4	$7.93K	Buy	28 +5	+22%	+$1.33K	﹤0.01%	393
2022 Q3	$5K	Sell	23 -10	-30%	-$2.95K	﹤0.01%	432
2022 Q2	$9K	Buy	33 +10	+43%	+$2.73K	0.01%	350
2022 Q1	$7K	Buy	+23	New	+$6.32K	﹤0.01%	379

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SEDG Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 64 shares — an estimated $5.99K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SEDG in Q1 2022 and held it in 5 quarters. The position peaked at $9K in Q2 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 64 SolarEdge shares in Q1 2024, an estimated $5.99K.
Oliver Lagore Vanvalin Investment Group first reported a position in SolarEdge in Q1 2022 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's SolarEdge position peaked at $9K in Q2 2022.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.