Round Table Services’s SolarEdge SEDG Stock Holding History

Round Table Services’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	–	Sell	-1,500	Closed	-$484K	–	172
2022 Q1	$484K	Hold	1,500	–	–	0.08%	88
2021 Q4	$421K	Hold	1,500	–	–	0.08%	87
2021 Q3	$398K	Hold	1,500	–	–	0.09%	78
2021 Q2	$415K	Hold	1,500	–	–	0.09%	73
2021 Q1	$431K	Hold	1,500	–	–	0.1%	72
2020 Q4	$479K	Buy	+1,500	New	+$415K	0.15%	55

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

Round Table Services's SEDG Position: Q2 2022 in Review

Round Table Services sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 1,500 shares — an estimated $484K sold.

Round Table Services first reported a position in SEDG in Q4 2020 and held it in 6 quarters. The position peaked at $484K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Round Table Services reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Round Table Services sold 1,500 SolarEdge shares in Q2 2022, an estimated $484K.
Round Table Services first reported a position in SolarEdge in Q4 2020 and held it in 6 quarters.
Round Table Services's SolarEdge position peaked at $484K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Round Table Services's 13F filing for Q2 2022, filed 21 Jul 2022.