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Orion Portfolio Solutions’s SolarEdge SEDG Stock Holding History

Orion Portfolio Solutions’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
-3,961
Closed -$513K – 1739
2023
Q3 		$513K Sell
3,961
-326
-8% -$62.5K 0.01% 1196
2023
Q2 		$1.15M Sell
4,287
-96
-2% -$27.5K 0.01% 891
2023
Q1 		$1.33M Buy
+4,383
New +$1.34M 0.02% 760
2020
Q3 		– Sell
-30
Closed -$4K – 1757
2020
Q2 		$4K Buy
+30
New +$3.67K ﹤0.01% 1577

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

Orion Portfolio Solutions's SEDG Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 3,961 shares — an estimated $513K sold.

Orion Portfolio Solutions first reported a position in SEDG in Q2 2020 and held it in 4 quarters. The position peaked at $1.33M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,961 SolarEdge shares in Q4 2023, an estimated $513K.
  • Orion Portfolio Solutions first reported a position in SolarEdge in Q2 2020 and held it in 4 quarters.
  • Orion Portfolio Solutions's SolarEdge position peaked at $1.33M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.