Sculati Wealth Management’s SolarEdge SEDG Stock Holding History

Sculati Wealth 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 Q3	–	Sell	-750	Closed	-$202K	–	106
2023 Q2	$202K	Hold	750	–	–	0.1%	101
2023 Q1	$228K	Hold	750	–	–	0.12%	101
2022 Q4	$212K	Buy	+750	New	+$199K	0.12%	101
2022 Q3	–	Sell	-750	Closed	-$205K	–	120
2022 Q2	$205K	Hold	750	–	–	0.12%	112
2022 Q1	$242K	Hold	750	–	–	0.12%	105
2021 Q4	$210K	Buy	+750	New	+$237K	0.1%	111
2021 Q3	–	Sell	-750	Closed	-$207K	–	121
2021 Q2	$207K	Hold	750	–	–	0.11%	109
2021 Q1	$216K	Hold	750	–	–	0.12%	106
2020 Q4	$239K	Sell	750 -750	-50%	-$207K	0.16%	93
2020 Q3	$358K	Hold	1,500	–	–	0.27%	79
2020 Q2	$208K	Buy	+1,500	New	+$183K	0.18%	96

Other funds holding SEDG

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

Sculati Wealth Management's SEDG Position: Q3 2023 in Review

Sculati Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 750 shares — an estimated $202K sold.

Sculati Wealth Management first reported a position in SEDG in Q2 2020 and held it in 11 quarters. The position peaked at $358K in Q3 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Sculati Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Sculati Wealth Management sold 750 SolarEdge shares in Q3 2023, an estimated $202K.
Sculati Wealth Management first reported a position in SolarEdge in Q2 2020 and held it in 11 quarters.
Sculati Wealth Management's SolarEdge position peaked at $358K in Q3 2020.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Sculati Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.