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
2021 Q1	–	Sell	-2,000	Closed	-$638K	–	2328
2020 Q4	$638K	Sell	2,000 -400	-17%	-$111K	0.02%	776
2020 Q3	$572K	Buy	+2,400	New	+$461K	0.01%	1078

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAMS

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Paloma Partners's SEDG Position: Q3 2022 in Review

Paloma Partners sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 900 shares — an estimated $246K sold.

Paloma Partners first reported a position in SEDG in Q1 2015 and held it in 14 quarters. The position peaked at $1.68M in Q2 2020. 641 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Paloma Partners reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Paloma Partners sold 900 SolarEdge shares in Q3 2022, an estimated $246K.
Paloma Partners first reported a position in SolarEdge in Q1 2015 and held it in 14 quarters.
Paloma Partners's SolarEdge position peaked at $1.68M in Q2 2020.
641 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Paloma Partners's 13F filing for Q3 2022, filed 14 Nov 2022.