Perpetual Investment Management’s SolarEdge SEDG Stock Holding History

Perpetual Investment 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
2022 Q4	$1.59M	Buy	5,602 +1,000	+22%	+$265K	0.19%	77
2022 Q3	$1.06M	Sell	4,602 -1,988	-30%	-$586K	0.16%	101
2022 Q2	$1.8M	Sell	6,590 -2,509	-28%	-$686K	0.26%	79
2022 Q1	$2.93M	Buy	9,099 +1,568	+21%	+$431K	0.37%	71
2021 Q4	$2.11M	Hold	7,531	–	–	0.24%	104
2021 Q3	$2M	Buy	7,531 +588	+8%	+$160K	0.25%	105
2021 Q2	$1.92M	Buy	+6,943	New	+$1.75M	0.27%	103

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $141B AUM 34.18% 1-Year Est. Return

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

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

Perpetual Investment Management's SEDG Position: Q4 2022 in Review

Perpetual Investment Management increased its SolarEdge (SEDG) stake by 22% in Q4 2022, buying an estimated $265K and bringing the position to 5,602 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #77.

Perpetual Investment Management first reported a position in SEDG in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.93M in Q1 2022. 674 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Perpetual Investment Management held 5,602 shares of SolarEdge worth $1.59M as of Q4 2022.
Perpetual Investment Management bought 1,000 SolarEdge shares in Q4 2022, an estimated $265K.
SolarEdge made up 0.19% of Perpetual Investment Management's portfolio in Q4 2022, its #77 holding.
Perpetual Investment Management first reported a position in SolarEdge in Q2 2021 and has held it in 7 quarters since.
Perpetual Investment Management's SolarEdge position peaked at $2.93M in Q1 2022.
674 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.