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Oppenheimer Asset Management’s SolarEdge SEDG Stock Holding History

Oppenheimer Asset Management’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
-15,487
Closed -$1.45M – 1159
2023
Q4 		$1.45M Sell
15,487
-93
-0.6% -$8.47K 0.02% 603
2023
Q3 		$2.02M Buy
15,580
+1,116
+8% +$214K 0.03% 491
2023
Q2 		$3.89M Buy
14,464
+2,466
+21% +$707K 0.06% 338
2023
Q1 		$3.65M Sell
11,998
-969
-7% -$295K 0.06% 340
2022
Q4 		$3.67M Buy
12,967
+46
+0.4% +$12.2K 0.06% 329
2022
Q3 		$2.99M Sell
12,921
-249
-2% -$73.4K 0.05% 352
2022
Q2 		$3.6M Buy
13,170
+1,100
+9% +$301K 0.06% 325
2022
Q1 		$3.89M Buy
12,070
+1,296
+12% +$356K 0.06% 354
2021
Q4 		$3.02M Buy
10,774
+1,698
+19% +$536K 0.04% 430
2021
Q3 		$2.41M Buy
9,076
+246
+3% +$67K 0.03% 478
2021
Q2 		$2.44M Sell
8,830
-93
-1% -$23.4K 0.03% 468
2021
Q1 		$2.56M Buy
8,923
+99
+1% +$29.9K 0.04% 439
2020
Q4 		$2.81M Sell
8,824
-4,476
-34% -$1.24M 0.05% 394
2020
Q3 		$3.17M Sell
13,300
-2,238
-14% -$430K 0.06% 329
2020
Q2 		$2.16M Buy
15,538
+1,609
+12% +$197K 0.04% 384
2020
Q1 		$1.14M Buy
+13,929
New +$1.47M 0.03% 506

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

Oppenheimer Asset Management's SEDG Position: Q1 2024 in Review

Oppenheimer Asset Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 15,487 shares — an estimated $1.45M sold.

Oppenheimer Asset Management first reported a position in SEDG in Q1 2020 and held it in 16 quarters. The position peaked at $3.89M in Q1 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Oppenheimer Asset Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Oppenheimer Asset Management sold 15,487 SolarEdge shares in Q1 2024, an estimated $1.45M.
  • Oppenheimer Asset Management first reported a position in SolarEdge in Q1 2020 and held it in 16 quarters.
  • Oppenheimer Asset Management's SolarEdge position peaked at $3.89M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Oppenheimer Asset Management's 13F filing for Q1 2024, filed 7 May 2024.