Principal Street Partners’s SolarEdge SEDG Stock Holding History

Principal Street Partners’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	–	Sell	-742	Closed	-$226K	–	235
2023 Q1	$226K	Buy	742 +23	+3%	+$7.01K	0.06%	198
2022 Q4	$204K	Buy	+719	New	+$191K	0.05%	218
2022 Q3	–	Sell	-828	Closed	-$227K	–	220
2022 Q2	$227K	Sell	828 -138	-14%	-$37.7K	0.06%	192
2022 Q1	$311K	Sell	966 -690	-42%	-$190K	0.07%	179
2021 Q4	$465K	Sell	1,656 -656	-28%	-$207K	0.11%	143
2021 Q3	$614K	Buy	2,312 +22	+1%	+$5.99K	0.17%	101
2021 Q2	$633K	Sell	2,290 -4,280	-65%	-$1.08M	0.17%	102
2021 Q1	$1.89M	Buy	6,570 +4,158	+172%	+$1.25M	0.24%	79
2020 Q4	$770K	Buy	2,412 +1,350	+127%	+$373K	0.24%	88
2020 Q3	$253K	Buy	+1,062	New	+$204K	0.09%	142

Other funds holding SEDG

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Street Partners's SEDG Position: Q2 2023 in Review

Principal Street Partners sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 742 shares — an estimated $226K sold.

Principal Street Partners first reported a position in SEDG in Q3 2020 and held it in 10 quarters. The position peaked at $1.89M in Q1 2021. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Principal Street Partners reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Principal Street Partners sold 742 SolarEdge shares in Q2 2023, an estimated $226K.
Principal Street Partners first reported a position in SolarEdge in Q3 2020 and held it in 10 quarters.
Principal Street Partners's SolarEdge position peaked at $1.89M in Q1 2021.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Principal Street Partners's 13F filing for Q2 2023, filed 15 Aug 2023.