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Rational Advisors’s SolarEdge SEDG Stock Holding History

Rational Advisors’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
-36
Closed -$9.69K – 264
2023
Q3 		$9.69K Hold
36
– – ﹤0.01% 227
2023
Q2 		$9.69K Hold
36
– – ﹤0.01% 216
2023
Q1 		$10.9K Hold
36
– – ﹤0.01% 208
2022
Q4 		$10.2K Hold
36
– – ﹤0.01% 184
2022
Q3 		$8K Buy
36
+1
+3% +$295 ﹤0.01% 205
2022
Q2 		$10K Buy
35
+1
+3% +$273 ﹤0.01% 185
2022
Q1 		$11K Buy
+34
New +$9.34K ﹤0.01% 196
2021
Q4 		– Sell
-3,800
Closed -$1.01M – 202
2021
Q3 		$1.01M Sell
3,800
-130
-3% -$35.4K 0.08% 99
2021
Q2 		$1.09M Sell
3,930
-570
-13% -$144K 0.13% 94
2021
Q1 		$1.29M Buy
4,500
+400
+10% +$121K 0.24% 79
2020
Q4 		$1.31M Sell
4,100
-1,130
-22% -$312K 0.35% 64
2020
Q3 		$1.25M Buy
5,230
+3,030
+138% +$582K 0.53% 56
2020
Q2 		$305K Buy
+2,200
New +$269K 0.16% 136
2018
Q3 		– Sell
-23,400
Closed -$1.12M – 560
2018
Q2 		$1.12M Buy
23,400
+15,000
+179% +$831K 0.53% 68
2018
Q1 		$442K Buy
+8,400
New +$368K 0.21% 152

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

Rational Advisors's SEDG Position: Q4 2023 in Review

Rational Advisors sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 36 shares — an estimated $9.69K sold.

Rational Advisors first reported a position in SEDG in Q1 2018 and held it in 15 quarters. The position peaked at $1.31M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Rational Advisors reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 36 SolarEdge shares in Q4 2023, an estimated $9.69K.
  • Rational Advisors first reported a position in SolarEdge in Q1 2018 and held it in 15 quarters.
  • Rational Advisors's SolarEdge position peaked at $1.31M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.