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Rowland Carmichael Advisors’s SolarEdge SEDG Stock Holding History

Rowland Carmichael 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
2020
Q4 		$558K Hold
1,750
– – 0.18% 129
2020
Q3 		$417K Hold
1,750
– – 0.16% 146
2020
Q2 		$243K Buy
+1,750
New +$214K 0.1% 223

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Rowland Carmichael Advisors's SEDG Position: Q4 2020 in Review

Rowland Carmichael Advisors held its SolarEdge (SEDG) position steady in Q4 2020 at 1,750 shares worth $558K. The position accounts for 0.18% of the portfolio, ranked #129.

Rowland Carmichael Advisors first reported a position in SEDG in Q2 2020 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

  • Rowland Carmichael Advisors held 1,750 shares of SolarEdge worth $558K as of Q4 2020.
  • Rowland Carmichael Advisors left its SolarEdge share count unchanged in Q4 2020.
  • SolarEdge made up 0.18% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #129 holding.
  • Rowland Carmichael Advisors first reported a position in SolarEdge in Q2 2020 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.