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PFS Investments’s SolarEdge SEDG Stock Holding History

PFS Investments’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
Q2 		$3.15M Buy
11,696
+1,246
+12% +$357K 0.05% 282
2023
Q1 		$2.93M Buy
10,450
+2,506
+32% +$764K 0.05% 272
2022
Q4 		$2.25M Buy
7,944
+3,071
+63% +$815K 0.04% 273
2022
Q3 		$1.13M Buy
+4,873
New +$1.44M 0.02% 328

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PFS Investments's SEDG Position: Q2 2023 in Review

PFS Investments increased its SolarEdge (SEDG) stake by 12% in Q2 2023, buying an estimated $357K and bringing the position to 11,696 shares worth $3.15M. The position accounts for 0.05% of the portfolio, ranked #282.

PFS Investments first reported a position in SEDG in Q3 2022 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • PFS Investments held 11,696 shares of SolarEdge worth $3.15M as of Q2 2023.
  • PFS Investments bought 1,246 SolarEdge shares in Q2 2023, an estimated $357K.
  • SolarEdge made up 0.05% of PFS Investments's portfolio in Q2 2023, its #282 holding.
  • PFS Investments first reported a position in SolarEdge in Q3 2022 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.