Polar Capital’s SolarEdge SEDG Stock Holding History

Polar Capital’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
2020 Q3	$91.5M	Buy	383,784 +108,309	+39%	+$20.8M	0.68%	33
2020 Q2	$38.2M	Sell	275,475 -356,484	-56%	-$43.6M	0.33%	90
2020 Q1	$51.7M	Buy	631,959 +233,064	+58%	+$24.6M	0.56%	54
2019 Q4	$37.9M	Buy	+398,895	New	+$34.1M	0.33%	100

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

Polar Capital's SEDG Position: Q3 2020 in Review

Polar Capital increased its SolarEdge (SEDG) stake by 39% in Q3 2020, buying an estimated $20.8M and bringing the position to 383,784 shares worth $91.5M. The position accounts for 0.68% of the portfolio, ranked #33.

Polar Capital first reported a position in SEDG in Q4 2019 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold SEDG as of Q3 2020.

Polar Capital held 383,784 shares of SolarEdge worth $91.5M as of Q3 2020.
Polar Capital bought 108,309 SolarEdge shares in Q3 2020, an estimated $20.8M.
SolarEdge made up 0.68% of Polar Capital's portfolio in Q3 2020, its #33 holding.
Polar Capital first reported a position in SolarEdge in Q4 2019 and has held it in 4 quarters since.
462 funds tracked by Wall St. Rank held SolarEdge as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.