Safeguard Financial’s SolarEdge SEDG Stock Holding History

Safeguard Financial’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	-38	Closed	-$10K	–	464
2023 Q2	$10K	Buy	+38	New	+$10.9K	﹤0.01%	343

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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 $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Financial's SEDG Position: Q3 2023 in Review

Safeguard Financial sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 38 shares — an estimated $10K sold.

Safeguard Financial first reported a position in SEDG in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Safeguard Financial reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 38 SolarEdge shares in Q3 2023, an estimated $10K.
Safeguard Financial first reported a position in SolarEdge in Q2 2023 and held it in 1 quarter.
Safeguard Financial's SolarEdge position peaked at $10K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.