Pallas Capital Advisors’s SolarEdge SEDG Stock Holding History

Pallas Capital Advisors’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 Q1	–	Sell	-871	Closed	-$257K	–	285
2022 Q4	$257K	Sell	871 -25	-3%	-$6.63K	0.03%	235
2022 Q3	$202K	Buy	896 +12	+1%	+$3.54K	0.02%	242
2022 Q2	$255K	Sell	884 -96	-10%	-$26.3K	0.04%	198
2022 Q1	$295K	Sell	980 -15	-2%	-$4.12K	0.04%	202
2021 Q4	$219K	Sell	995 -64	-6%	-$20.2K	0.03%	282
2021 Q3	$374K	Sell	1,059 -367	-26%	-$99.9K	0.04%	271
2021 Q2	$417K	Hold	1,426	–	–	0.06%	213
2021 Q1	$304K	Buy	+1,426	New	+$430K	0.07%	152

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

PAMS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pallas Capital Advisors's SEDG Position: Q1 2023 in Review

Pallas Capital Advisors sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 871 shares — an estimated $257K sold.

Pallas Capital Advisors first reported a position in SEDG in Q1 2021 and held it in 8 quarters. The position peaked at $417K in Q2 2021. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

Pallas Capital Advisors reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
Pallas Capital Advisors sold 871 SolarEdge shares in Q1 2023, an estimated $257K.
Pallas Capital Advisors first reported a position in SolarEdge in Q1 2021 and held it in 8 quarters.
Pallas Capital Advisors's SolarEdge position peaked at $417K in Q2 2021.
686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Pallas Capital Advisors's 13F filing for Q1 2023, filed 2 May 2023.