Sandbar Asset Management’s SolarEdge SEDG Stock Holding History

Sandbar Asset Management’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 Q2	–	Sell	-1,157	Closed	-$352K	–	59
2023 Q1	$352K	Buy	1,157 +472	+69%	+$144K	1.06%	35
2022 Q4	$194K	Sell	685 -1,828	-73%	-$485K	0.56%	42
2022 Q3	$582K	Buy	2,513 +592	+31%	+$175K	0.35%	55
2022 Q2	$526K	Sell	1,921 -1,344	-41%	-$368K	0.24%	56
2022 Q1	$1.05M	Sell	3,265 -1,154	-26%	-$317K	0.63%	39
2021 Q4	$1.24M	Buy	+4,419	New	+$1.4M	0.62%	40
2021 Q1	–	Sell	-17,266	Closed	-$5.51M	–	64
2020 Q4	$5.51M	Buy	+17,266	New	+$4.77M	0.88%	37

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Sandbar Asset Management's SEDG Position: Q2 2023 in Review

Sandbar Asset Management sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 1,157 shares — an estimated $352K sold.

Sandbar Asset Management first reported a position in SEDG in Q4 2020 and held it in 7 quarters. The position peaked at $5.51M in Q4 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Sandbar Asset Management reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Sandbar Asset Management sold 1,157 SolarEdge shares in Q2 2023, an estimated $352K.
Sandbar Asset Management first reported a position in SolarEdge in Q4 2020 and held it in 7 quarters.
Sandbar Asset Management's SolarEdge position peaked at $5.51M in Q4 2020.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Sandbar Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.