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Sendero Wealth Management’s SolarEdge SEDG Stock Holding History

Sendero 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
-10,952
Closed -$2.95M – 157
2023
Q2 		$2.95M Buy
10,952
+2,879
+36% +$826K 0.64% 34
2023
Q1 		$2.45M Buy
8,073
+2,479
+44% +$756K 0.75% 28
2022
Q4 		$1.58M Buy
5,594
+4,451
+389% +$1.18M 0.56% 34
2022
Q3 		$265K Buy
+1,143
New +$337K 0.11% 81

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Vanguard Group
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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sendero Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 10,952 shares — an estimated $2.95M sold.

Sendero Wealth Management first reported a position in SEDG in Q3 2022 and held it in 4 quarters. The position peaked at $2.95M in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Sendero Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 10,952 SolarEdge shares in Q3 2023, an estimated $2.95M.
  • Sendero Wealth Management first reported a position in SolarEdge in Q3 2022 and held it in 4 quarters.
  • Sendero Wealth Management's SolarEdge position peaked at $2.95M in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Sendero Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.