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Sentry Investment Management’s SolarEdge SEDG Stock Holding History

Sentry Investment 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
Q4 		– Sell
-319
Closed -$41K – 515
2023
Q3 		$41K Sell
319
-44
-12% -$8.44K 0.02% 483
2023
Q2 		$98K Hold
363
– – 0.04% 393
2023
Q1 		$110K Sell
363
-4
-1% -$1.22K 0.05% 348
2022
Q4 		$104K Buy
367
+40
+12% +$10.6K 0.05% 361
2022
Q3 		$76K Hold
327
– – 0.04% 408
2022
Q2 		$89K Sell
327
-64
-16% -$17.5K 0.04% 396
2022
Q1 		$126K Sell
391
-66
-14% -$18.1K 0.04% 385
2021
Q4 		$128K Buy
+457
New +$144K 0.03% 403

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sentry Investment Management's SEDG Position: Q4 2023 in Review

Sentry Investment Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 319 shares — an estimated $41K sold.

Sentry Investment Management first reported a position in SEDG in Q4 2021 and held it in 8 quarters. The position peaked at $128K in Q4 2021. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Sentry Investment Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Sentry Investment Management sold 319 SolarEdge shares in Q4 2023, an estimated $41K.
  • Sentry Investment Management first reported a position in SolarEdge in Q4 2021 and held it in 8 quarters.
  • Sentry Investment Management's SolarEdge position peaked at $128K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Sentry Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.