PCMC
SEDG icon

Planning Capital Management Corporation’s SolarEdge SEDG Stock Holding History

Planning Capital Management Corporation’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
2024
Q2 		– Sell
-100
Closed -$7.1K – 752
2024
Q1 		$7.1K Hold
100
– – 0.01% 450
2023
Q4 		$9.36K Buy
+100
New +$9.1K 0.01% 421

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planning Capital Management Corporation's SEDG Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 100 shares — an estimated $7.1K sold.

Planning Capital Management Corporation first reported a position in SEDG in Q4 2023 and held it in 2 quarters. The position peaked at $9.36K in Q4 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 100 SolarEdge shares in Q2 2024, an estimated $7.1K.
  • Planning Capital Management Corporation first reported a position in SolarEdge in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's SolarEdge position peaked at $9.36K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.