Parsons Capital Management’s SolarEdge SEDG Stock Holding History

Parsons Capital 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
2023 Q3	–	Sell	-800	Closed	-$215K	–	427
2023 Q2	$215K	Buy	800 +50	+7%	+$14.3K	0.02%	409
2023 Q1	$228K	Hold	750	–	–	0.02%	393
2022 Q4	$212K	Buy	+750	New	+$199K	0.02%	398
2022 Q3	–	Sell	-750	Closed	-$205K	–	420
2022 Q2	$205K	Hold	750	–	–	0.02%	394
2022 Q1	$242K	Sell	750 -10	-1%	-$2.75K	0.02%	397
2021 Q4	$213K	Buy	+760	New	+$240K	0.02%	415
2021 Q1	–	Sell	-650	Closed	-$207K	–	415
2020 Q4	$207K	Buy	+650	New	+$180K	0.02%	364

Other funds holding SEDG

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parsons Capital Management's SEDG Position: Q3 2023 in Review

Parsons Capital Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 800 shares — an estimated $215K sold.

Parsons Capital Management first reported a position in SEDG in Q4 2020 and held it in 7 quarters. The position peaked at $242K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Parsons Capital Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Parsons Capital Management sold 800 SolarEdge shares in Q3 2023, an estimated $215K.
Parsons Capital Management first reported a position in SolarEdge in Q4 2020 and held it in 7 quarters.
Parsons Capital Management's SolarEdge position peaked at $242K in Q1 2022.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Parsons Capital Management's 13F filing for Q3 2023, filed 6 Nov 2023.