Scotia Capital’s SolarEdge SEDG Stock Holding History

Scotia Capital’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	-9,274	Closed	-$2.6M	–	931
2021 Q4	$2.6M	Sell	9,274 -2,834	-23%	-$895K	0.02%	363
2021 Q3	$3.21M	Sell	12,108 -111	-0.9%	-$30.2K	0.02%	307
2021 Q2	$3.38M	Buy	12,219 +426	+4%	+$107K	0.02%	300
2021 Q1	$3.39M	Buy	11,793 +239	+2%	+$72.1K	0.03%	287
2020 Q4	$3.69M	Buy	+11,554	New	+$3.19M	0.03%	254

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

Scotia Capital's SEDG Position: Q1 2022 in Review

Scotia Capital sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 9,274 shares — an estimated $2.6M sold.

Scotia Capital first reported a position in SEDG in Q4 2020 and held it in 5 quarters. The position peaked at $3.69M in Q4 2020. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

Scotia Capital reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
Scotia Capital sold 9,274 SolarEdge shares in Q1 2022, an estimated $2.6M.
Scotia Capital first reported a position in SolarEdge in Q4 2020 and held it in 5 quarters.
Scotia Capital's SolarEdge position peaked at $3.69M in Q4 2020.
655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on Scotia Capital's 13F filing for Q1 2022, filed 9 May 2022.