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Perpetual Ltd’s SolarEdge SEDG Stock Holding History

Perpetual Ltd’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
-7,984
Closed -$1.03M – 480
2023
Q3 		$1.03M Buy
7,984
+1,914
+32% +$367K 0.01% 274
2023
Q2 		$1.63M Hold
6,070
– – 0.01% 257
2023
Q1 		$1.84M Buy
+6,070
New +$1.85M 0.02% 251
2016
Q4 		– Sell
-60,300
Closed -$1.04M – 213
2016
Q3 		$1.04M Sell
60,300
-57,500
-49% -$1.01M 0.09% 162
2016
Q2 		$2.31M Buy
+117,800
New +$2.65M 0.23% 102

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

Perpetual Ltd's SEDG Position: Q4 2023 in Review

Perpetual Ltd sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 7,984 shares — an estimated $1.03M sold.

Perpetual Ltd first reported a position in SEDG in Q2 2016 and held it in 5 quarters. The position peaked at $2.31M in Q2 2016. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Perpetual Ltd reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Perpetual Ltd sold 7,984 SolarEdge shares in Q4 2023, an estimated $1.03M.
  • Perpetual Ltd first reported a position in SolarEdge in Q2 2016 and held it in 5 quarters.
  • Perpetual Ltd's SolarEdge position peaked at $2.31M in Q2 2016.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Perpetual Ltd's 13F filing for Q4 2023, filed 15 Feb 2024.