Sargent Bickham Lagudis’s SolarEdge SEDG Stock Holding History

Sargent Bickham Lagudis’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 Q4	$283	Hold	1	–	–	﹤0.01%	1010
2022 Q3	$0	Sell	1 -10	-91%	-$2.95K	﹤0.01%	1106
2022 Q2	$3K	Buy	11 +10	+1,000%	+$2.73K	﹤0.01%	882
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1010
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1003
2021 Q3	$0	Hold	1	–	–	﹤0.01%	980
2021 Q2	$0	Hold	1	–	–	﹤0.01%	991
2021 Q1	$0	Hold	1	–	–	﹤0.01%	973
2020 Q4	$0	Hold	1	–	–	﹤0.01%	906
2020 Q3	$0	Hold	1	–	–	﹤0.01%	829
2020 Q2	$0	Hold	1	–	–	﹤0.01%	812
2020 Q1	$0	Hold	1	–	–	﹤0.01%	895
2019 Q4	$0	Hold	1	–	–	﹤0.01%	877
2019 Q3	$0	Hold	1	–	–	﹤0.01%	770
2019 Q2	$0	Hold	1	–	–	﹤0.01%	805
2019 Q1	$0	Hold	1	–	–	﹤0.01%	836
2018 Q4	$0	Hold	1	–	–	﹤0.01%	786
2018 Q3	$0	Hold	1	–	–	﹤0.01%	787
2018 Q2	$0	Hold	1	–	–	﹤0.01%	794
2018 Q1	$0	Hold	1	–	–	﹤0.01%	800
2017 Q4	$0	Hold	1	–	–	﹤0.01%	823
2017 Q3	$0	Hold	1	–	–	﹤0.01%	834
2017 Q2	$0	Hold	1	–	–	﹤0.01%	804
2017 Q1	$0	Hold	1	–	–	﹤0.01%	778
2016 Q4	$0	Hold	1	–	–	﹤0.01%	746
2016 Q3	$0	Hold	1	–	–	﹤0.01%	773
2016 Q2	$0	Hold	1	–	–	﹤0.01%	764
2016 Q1	$0	Buy	+1	New	+$26	﹤0.01%	731

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

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

Sargent Bickham Lagudis's SEDG Position: Q4 2022 in Review

Sargent Bickham Lagudis held its SolarEdge (SEDG) position steady in Q4 2022 at 1 share worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Sargent Bickham Lagudis first reported a position in SEDG in Q1 2016 and has held it in 28 quarters since. The position peaked at $3K in Q2 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Sargent Bickham Lagudis held 1 share of SolarEdge worth $283 as of Q4 2022.
Sargent Bickham Lagudis left its SolarEdge share count unchanged in Q4 2022.
SolarEdge made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1010 holding.
Sargent Bickham Lagudis first reported a position in SolarEdge in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's SolarEdge position peaked at $3K in Q2 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.