Roman Butler Fullerton & Co’s SolarEdge SEDG Stock Holding History

Roman Butler Fullerton & Co’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 Q3	–	Sell	-4,170	Closed	-$1.14M	–	192
2023 Q2	$1.14M	Buy	4,170 +642	+18%	+$184K	0.52%	55
2023 Q1	$1.09M	Buy	3,528 +803	+29%	+$245K	0.54%	55
2022 Q4	$872K	Buy	+2,725	New	+$723K	0.45%	70
2022 Q3	–	Sell	-1,936	Closed	-$515K	–	179
2022 Q2	$515K	Buy	1,936 +1,164	+151%	+$318K	0.29%	101
2022 Q1	$249K	Buy	+772	New	+$212K	0.12%	172
2021 Q1	–	Sell	-686	Closed	-$219K	–	201
2020 Q4	$219K	Sell	686 -1,030	-60%	-$285K	0.13%	162
2020 Q3	$409K	Sell	1,716 -185	-10%	-$35.6K	0.27%	99
2020 Q2	$264K	Sell	1,901 -2,387	-56%	-$292K	0.19%	128
2020 Q1	$351K	Buy	4,288 +163	+4%	+$17.2K	0.31%	98
2019 Q4	$392K	Sell	4,125 -442	-10%	-$37.8K	0.26%	114
2019 Q3	$382K	Buy	+4,567	New	+$340K	0.26%	117

Other funds holding SEDG

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Roman Butler Fullerton & Co's SEDG Position: Q3 2023 in Review

Roman Butler Fullerton & Co sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 4,170 shares — an estimated $1.14M sold.

Roman Butler Fullerton & Co first reported a position in SEDG in Q3 2019 and held it in 11 quarters. The position peaked at $1.14M in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Roman Butler Fullerton & Co reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Roman Butler Fullerton & Co sold 4,170 SolarEdge shares in Q3 2023, an estimated $1.14M.
Roman Butler Fullerton & Co first reported a position in SolarEdge in Q3 2019 and held it in 11 quarters.
Roman Butler Fullerton & Co's SolarEdge position peaked at $1.14M in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Roman Butler Fullerton & Co's 13F filing for Q3 2023, filed 18 Oct 2023.