Private Capital Group’s SolarEdge SEDG Stock Holding History

Private Capital Group’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
2022 Q2	$50K	Sell	181 -37	-17%	-$10.1K	0.04%	481
2022 Q1	$70K	Buy	218 +150	+221%	+$41.2K	0.02%	525
2021 Q4	$19K	Hold	68	–	–	﹤0.01%	1083
2021 Q3	$18K	Buy	68 +58	+580%	+$15.8K	﹤0.01%	1128
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	1753
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	1681
2020 Q4	$3K	Sell	10 -3	-23%	-$829	﹤0.01%	1699
2020 Q3	$3K	Buy	13 +3	+30%	+$577	﹤0.01%	1638
2020 Q2	$1K	Buy	10 +8	+400%	+$978	﹤0.01%	1874
2020 Q1	$0	Sell	2 -4	-67%	-$423	﹤0.01%	2115
2019 Q4	$0	Sell	6 -104	-95%	-$8.89K	﹤0.01%	2163
2019 Q3	$9K	Buy	+110	New	+$8.2K	﹤0.01%	1503

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Private Capital Group's SEDG Position: Q2 2022 in Review

Private Capital Group reduced its SolarEdge (SEDG) stake by 17% in Q2 2022, selling an estimated $10.1K and leaving 181 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #481.

Private Capital Group first reported a position in SEDG in Q3 2019 and has held it in 12 quarters since. The position peaked at $70K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Private Capital Group held 181 shares of SolarEdge worth $50K as of Q2 2022.
Private Capital Group sold 37 SolarEdge shares in Q2 2022, an estimated $10.1K.
SolarEdge made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #481 holding.
Private Capital Group first reported a position in SolarEdge in Q3 2019 and has held it in 12 quarters since.
Private Capital Group's SolarEdge position peaked at $70K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.