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Oppenheimer & Co’s SolarEdge SEDG Stock Holding History

Oppenheimer & Co’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
-1,548
Closed -$200K – 1450
2023
Q3 		$200K Sell
1,548
-505
-25% -$96.9K ﹤0.01% 1264
2023
Q2 		$552K Buy
2,053
+268
+15% +$76.8K 0.01% 931
2023
Q1 		$543K Buy
1,785
+290
+19% +$88.4K 0.01% 911
2022
Q4 		$423K Sell
1,495
-11
-0.7% -$2.92K 0.01% 968
2022
Q3 		$349K Buy
1,506
+384
+34% +$113K 0.01% 1016
2022
Q2 		$307K Buy
1,122
+390
+53% +$107K 0.01% 1099
2022
Q1 		$236K Sell
732
-381
-34% -$105K ﹤0.01% 1289
2021
Q4 		$312K Sell
1,113
-16
-1% -$5.05K 0.01% 1212
2021
Q3 		$299K Sell
1,129
-854
-43% -$232K 0.01% 1227
2021
Q2 		$548K Buy
1,983
+574
+41% +$145K 0.01% 989
2021
Q1 		$405K Sell
1,409
-1,426
-50% -$430K 0.01% 1048
2020
Q4 		$905K Sell
2,835
-410
-13% -$113K 0.02% 681
2020
Q3 		$773K Sell
3,245
-1,144
-26% -$220K 0.02% 676
2020
Q2 		$609K Buy
4,389
+348
+9% +$42.6K 0.02% 724
2020
Q1 		$330K Sell
4,041
-2,773
-41% -$293K 0.01% 875
2019
Q4 		$648K Buy
6,814
+3,066
+82% +$262K 0.02% 750
2019
Q3 		$314K Sell
3,748
-2,400
-39% -$179K 0.01% 966
2019
Q2 		$384K Sell
6,148
-7,047
-53% -$356K 0.01% 910
2019
Q1 		$497K Buy
13,195
+5,562
+73% +$222K 0.01% 829
2018
Q4 		$268K Buy
7,633
+809
+12% +$31K 0.01% 989
2018
Q3 		$257K Buy
+6,824
New +$329K 0.01% 1126
2016
Q2 		– Sell
-121,530
Closed -$3.06M – 1292
2016
Q1 		$3.06M Buy
+121,530
New +$3.18M 0.09% 244

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oppenheimer & Co's SEDG Position: Q4 2023 in Review

Oppenheimer & Co sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,548 shares — an estimated $200K sold.

Oppenheimer & Co first reported a position in SEDG in Q1 2016 and held it in 22 quarters. The position peaked at $3.06M in Q1 2016. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Oppenheimer & Co reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 1,548 SolarEdge shares in Q4 2023, an estimated $200K.
  • Oppenheimer & Co first reported a position in SolarEdge in Q1 2016 and held it in 22 quarters.
  • Oppenheimer & Co's SolarEdge position peaked at $3.06M in Q1 2016.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Oppenheimer & Co's 13F filing for Q4 2023, filed 13 Feb 2024.