SNB
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Security National Bank’s SolarEdge SEDG Stock Holding History

Security National Bank’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
2024
Q1 		– Sell
-18,538
Closed -$1.74M – 316
2023
Q4 		$1.74M Sell
18,538
-5,867
-24% -$534K 0.39% 53
2023
Q3 		$3.19M Buy
24,405
+514
+2% +$98.6K 0.9% 41
2023
Q2 		$6.43M Sell
23,891
-965
-4% -$277K 1.64% 22
2023
Q1 		$7.55M Sell
24,856
-620
-2% -$189K 2.02% 17
2022
Q4 		$7.22M Sell
25,476
-793
-3% -$210K 1.95% 18
2022
Q3 		$6.08M Buy
26,269
+344
+1% +$101K 1.7% 22
2022
Q2 		$7.09M Sell
25,925
-563
-2% -$154K 1.97% 18
2022
Q1 		$8.54M Sell
26,488
-213
-0.8% -$58.5K 1.95% 17
2021
Q4 		$7.49M Buy
26,701
+18
+0.1% +$5.68K 1.7% 25
2021
Q3 		$7.08M Buy
26,683
+944
+4% +$257K 1.78% 24
2021
Q2 		$7.11M Buy
25,739
+475
+2% +$120K 1.87% 21
2021
Q1 		$7.26M Sell
25,264
-156
-0.6% -$47K 2.14% 18
2020
Q4 		$8.11M Sell
25,420
-758
-3% -$209K 2.58% 13
2020
Q3 		$6.24M Buy
26,178
+367
+1% +$70.5K 2.17% 14
2020
Q2 		$3.58M Buy
25,811
+172
+0.7% +$21K 1.48% 28
2020
Q1 		$2.1M Buy
25,639
+1,192
+5% +$126K 1.1% 35
2019
Q4 		$2.33M Buy
24,447
+831
+4% +$71.1K 1.04% 40
2019
Q3 		$1.98M Buy
+23,616
New +$1.76M 0.93% 42

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Security National Bank's SEDG Position: Q1 2024 in Review

Security National Bank sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 18,538 shares — an estimated $1.74M sold.

Security National Bank first reported a position in SEDG in Q3 2019 and held it in 18 quarters. The position peaked at $8.54M in Q1 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Security National Bank reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Security National Bank sold 18,538 SolarEdge shares in Q1 2024, an estimated $1.74M.
  • Security National Bank first reported a position in SolarEdge in Q3 2019 and held it in 18 quarters.
  • Security National Bank's SolarEdge position peaked at $8.54M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.