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Penserra Capital Management’s SolarEdge SEDG Stock Holding History

Penserra 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
Q4 		– Sell
-313
Closed -$40K – 1348
2023
Q3 		$40K Sell
313
-52
-14% -$9.98K ﹤0.01% 1025
2023
Q2 		$98K Sell
365
-8,832
-96% -$2.53M ﹤0.01% 947
2023
Q1 		$2.79M Buy
+9,197
New +$2.8M 0.06% 257
2022
Q2 		– Sell
-44
Closed -$14K – 1499
2022
Q1 		$14K Hold
44
– – ﹤0.01% 1353
2021
Q4 		$12K Sell
44
-24
-35% -$7.58K ﹤0.01% 1292
2021
Q3 		$18K Hold
68
– – ﹤0.01% 1265
2021
Q2 		$18K Buy
+68
New +$17.1K ﹤0.01% 1174
2020
Q2 		– Sell
-19,304
Closed -$1.58M – 901
2020
Q1 		$1.58M Buy
19,304
+12,739
+194% +$1.35M 0.11% 191
2019
Q4 		$662K Sell
6,565
-111,161
-94% -$9.51M 0.04% 335
2019
Q3 		$9.86M Buy
+117,726
New +$8.78M 0.84% 32
2018
Q3 		– Sell
-184,393
Closed -$8.82M – 744
2018
Q2 		$8.82M Sell
184,393
-38,379
-17% -$2.13M 0.56% 51
2018
Q1 		$11.7M Buy
+222,772
New +$9.77M 1.11% 25
2017
Q2 		– Sell
-5,264
Closed -$82K – 577
2017
Q1 		$82K Buy
5,264
+2,256
+75% +$31.4K 0.01% 306
2016
Q4 		$37K Buy
3,008
+988
+49% +$13.7K ﹤0.01% 424
2016
Q3 		$34K Buy
2,020
+505
+33% +$8.9K ﹤0.01% 392
2016
Q2 		$30K Sell
1,515
-39
-3% -$879 ﹤0.01% 425
2016
Q1 		$39 Buy
1,554
+501
+48% +$13.1K ﹤0.01% 323
2015
Q4 		$30K Buy
+1,053
New +$22.6K ﹤0.01% 334

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Penserra Capital Management's SEDG Position: Q4 2023 in Review

Penserra Capital Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 313 shares — an estimated $40K sold.

Penserra Capital Management first reported a position in SEDG in Q4 2015 and held it in 18 quarters. The position peaked at $11.7M in Q1 2018. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Penserra Capital Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Penserra Capital Management sold 313 SolarEdge shares in Q4 2023, an estimated $40K.
  • Penserra Capital Management first reported a position in SolarEdge in Q4 2015 and held it in 18 quarters.
  • Penserra Capital Management's SolarEdge position peaked at $11.7M in Q1 2018.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Penserra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.