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Principal Securities’s SolarEdge SEDG Stock Holding History

Principal Securities’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
Q3 		– Sell
-13
Closed -$328 – 3529
2024
Q2 		$328 Sell
13
-3
-19% -$156 ﹤0.01% 3252
2024
Q1 		$1.14K Sell
16
-125
-89% -$9.02K ﹤0.01% 3011
2023
Q4 		$13.2K Buy
+141
New +$12.8K ﹤0.01% 2122

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Securities's SEDG Position: Q3 2024 in Review

Principal Securities sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 13 shares — an estimated $328 sold.

Principal Securities first reported a position in SEDG in Q4 2023 and held it in 3 quarters. The position peaked at $13.2K in Q4 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • Principal Securities reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 13 SolarEdge shares in Q3 2024, an estimated $328.
  • Principal Securities first reported a position in SolarEdge in Q4 2023 and held it in 3 quarters.
  • Principal Securities's SolarEdge position peaked at $13.2K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.