Plante Moran Financial Advisors’s SolarEdge SEDG Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-125	Closed	-$11.7K	–	921
2023 Q4	$11.7K	Hold	125	–	–	﹤0.01%	534
2023 Q3	$16.2K	Hold	125	–	–	﹤0.01%	463
2023 Q2	$33.6K	Hold	125	–	–	﹤0.01%	352
2023 Q1	$38K	Hold	125	–	–	0.01%	332
2022 Q4	$35.4K	Hold	125	–	–	0.01%	362
2022 Q3	$29K	Hold	125	–	–	0.01%	395
2022 Q2	$34K	Hold	125	–	–	0.01%	369
2022 Q1	$40K	Sell	125 -3	-2%	-$824	0.01%	364
2021 Q4	$36K	Sell	128 -150	-54%	-$47.4K	0.01%	426
2021 Q3	$74K	Buy	278 +150	+117%	+$40.8K	0.02%	311
2021 Q2	$35K	Hold	128	–	–	0.01%	443
2021 Q1	$37K	Hold	128	–	–	0.01%	423
2020 Q4	$41K	Buy	128 +3	+2%	+$829	0.01%	394
2020 Q3	$30K	Buy	+125	New	+$24K	0.01%	411
2020 Q2	–	Sell	-500	Closed	-$41K	–	833
2020 Q1	$41K	Buy	+500	New	+$52.9K	0.02%	283

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Plante Moran Financial Advisors's SEDG Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 125 shares — an estimated $11.7K sold.

Plante Moran Financial Advisors first reported a position in SEDG in Q1 2020 and held it in 15 quarters. The position peaked at $74K in Q3 2021. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Plante Moran Financial Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 125 SolarEdge shares in Q1 2024, an estimated $11.7K.
Plante Moran Financial Advisors first reported a position in SolarEdge in Q1 2020 and held it in 15 quarters.
Plante Moran Financial Advisors's SolarEdge position peaked at $74K in Q3 2021.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.