Rafferty Asset Management
SEDG icon

Rafferty Asset Management’s SolarEdge SEDG Stock Holding History

Rafferty Asset Management’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
Q4 		– Sell
-17,297
Closed -$2.24M – 1094
2023
Q3 		$2.24M Sell
17,297
-381
-2% -$73.1K 0.01% 576
2023
Q2 		$4.76M Buy
17,678
+3,916
+28% +$1.12M 0.03% 426
2023
Q1 		$4.18M Buy
13,762
+2,993
+28% +$912K 0.03% 427
2022
Q4 		$3.05M Buy
10,769
+1,401
+15% +$372K 0.03% 479
2022
Q3 		$2.17M Buy
9,368
+973
+12% +$287K 0.02% 489
2022
Q2 		$2.3M Sell
8,395
-3,501
-29% -$957K 0.02% 434
2022
Q1 		$3.83M Buy
11,896
+989
+9% +$272K 0.02% 438
2021
Q4 		$3.06M Buy
+10,907
New +$3.44M 0.02% 534

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rafferty Asset Management's SEDG Position: Q4 2023 in Review

Rafferty Asset Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 17,297 shares — an estimated $2.24M sold.

Rafferty Asset Management first reported a position in SEDG in Q4 2021 and held it in 8 quarters. The position peaked at $4.76M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Rafferty Asset Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Rafferty Asset Management sold 17,297 SolarEdge shares in Q4 2023, an estimated $2.24M.
  • Rafferty Asset Management first reported a position in SolarEdge in Q4 2021 and held it in 8 quarters.
  • Rafferty Asset Management's SolarEdge position peaked at $4.76M in Q2 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Rafferty Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.