Schubert & Co’s SolarEdge SEDG Stock Holding History

Schubert & Co’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	-9	Closed	-$2.74K	–	1246
2023 Q1	$2.74K	Sell	9 -1	-10%	-$305	﹤0.01%	747
2022 Q4	$2.83K	Buy	10 +1	+11%	+$265	﹤0.01%	685
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	904
2022 Q2	$2K	Buy	9 +4	+80%	+$1.09K	﹤0.01%	874
2022 Q1	$2K	Buy	5 +1	+25%	+$275	﹤0.01%	479
2021 Q4	$1K	Buy	+4	New	+$1.26K	﹤0.01%	843

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

Schubert & Co's SEDG Position: Q2 2023 in Review

Schubert & Co sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 9 shares — an estimated $2.74K sold.

Schubert & Co first reported a position in SEDG in Q4 2021 and held it in 6 quarters. The position peaked at $2.83K in Q4 2022. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Schubert & Co reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 9 SolarEdge shares in Q2 2023, an estimated $2.74K.
Schubert & Co first reported a position in SolarEdge in Q4 2021 and held it in 6 quarters.
Schubert & Co's SolarEdge position peaked at $2.83K in Q4 2022.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.