Sageworth Trust’s SolarEdge SEDG Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-36	Closed	-$10K	–	708
2021 Q4	$10K	Sell	36 -124	-78%	-$39.2K	﹤0.01%	279
2021 Q3	$42K	Hold	160	–	–	﹤0.01%	209
2021 Q2	$44K	Buy	+160	New	+$40.3K	﹤0.01%	255

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Sageworth Trust's SEDG Position: Q1 2022 in Review

Sageworth Trust sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 36 shares — an estimated $10K sold.

Sageworth Trust first reported a position in SEDG in Q2 2021 and held it in 3 quarters. The position peaked at $44K in Q2 2021. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

Sageworth Trust reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 36 SolarEdge shares in Q1 2022, an estimated $10K.
Sageworth Trust first reported a position in SolarEdge in Q2 2021 and held it in 3 quarters.
Sageworth Trust's SolarEdge position peaked at $44K in Q2 2021.
655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.