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Paloma Partners’s SolarEdge SEDG Stock Holding History

Paloma Partners’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
Q3 		– Sell
-900
Closed -$246K – 1288
2022
Q2 		$246K Buy
+900
New +$246K 0.01% 807
2022
Q1 		– Sell
-4,168
Closed -$1.17M – 2171
2021
Q4 		$1.17M Buy
4,168
+1,831
+78% +$578K 0.02% 632
2021
Q3 		$620K Buy
2,337
+1,071
+85% +$292K 0.02% 482
2021
Q2 		$350K Buy
1,266
+93
+8% +$23.4K 0.01% 1222
2021
Q1 		$337K Sell
1,173
-1,585
-57% -$478K 0.01% 1399
2020
Q4 		$880K Buy
+2,758
New +$762K 0.02% 620
2020
Q3 		– Sell
-12,132
Closed -$2.33M – 2403
2020
Q2 		$1.68M Buy
12,132
+7,674
+172% +$938K 0.03% 689
2020
Q1 		$365K Sell
4,458
-5,990
-57% -$633K 0.02% 608
2019
Q4 		$994K Buy
+10,448
New +$893K 0.01% 953
2019
Q3 		– Sell
-3,501
Closed -$219K – 2254
2019
Q2 		$219K Buy
+3,501
New +$177K ﹤0.01% 1494
2018
Q1 		– Sell
-12,830
Closed -$483K – 2233
2017
Q4 		$483K Sell
12,830
-2,051
-14% -$70.6K 0.01% 1352
2017
Q3 		$425K Buy
+14,881
New +$375K 0.01% 1623
2015
Q4 		– Sell
-35,000
Closed -$802K – 1894
2015
Q3 		$802K Buy
+35,000
New +$980K 0.02% 771
2015
Q2 		– Sell
-37,100
Closed -$814K – 1928
2015
Q1 		$814K Buy
+37,100
New +$796K 0.02% 578

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return