O'Shaughnessy Asset Management’s SolarEdge SEDG Stock Holding History

O'Shaughnessy 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
2022 Q2	–	Sell	-1,177	Closed	-$379K	–	1344
2022 Q1	$379K	Buy	+1,177	New	+$323K	0.01%	813
2021 Q4	–	Sell	-166	Closed	-$44K	–	2268
2021 Q3	$44K	Sell	166 -127	-43%	-$34.6K	﹤0.01%	1692
2021 Q2	$81K	Buy	293 +98	+50%	+$24.7K	﹤0.01%	1389
2021 Q1	$56K	Sell	195 -46	-19%	-$13.9K	﹤0.01%	1372
2020 Q4	$77K	Buy	241 +198	+460%	+$54.7K	﹤0.01%	1144
2020 Q3	$10K	Buy	+43	New	+$8.27K	﹤0.01%	1365
2020 Q1	–	Sell	-35	Closed	-$3K	–	1746
2019 Q4	$3K	Buy	+35	New	+$2.99K	﹤0.01%	1608

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

O'Shaughnessy Asset Management's SEDG Position: Q2 2022 in Review

O'Shaughnessy Asset Management sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 1,177 shares — an estimated $379K sold.

O'Shaughnessy Asset Management first reported a position in SEDG in Q4 2019 and held it in 7 quarters. The position peaked at $379K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

O'Shaughnessy Asset Management reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1,177 SolarEdge shares in Q2 2022, an estimated $379K.
O'Shaughnessy Asset Management first reported a position in SolarEdge in Q4 2019 and held it in 7 quarters.
O'Shaughnessy Asset Management's SolarEdge position peaked at $379K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2022, filed 11 Aug 2022.