Shaker Investments’s SolarEdge SEDG Stock Holding History

Shaker Investments’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
2021 Q2	–	Sell	-1,987	Closed	-$571K	–	96
2021 Q1	$571K	Sell	1,987 -429	-18%	-$129K	0.28%	70
2020 Q4	$771K	Sell	2,416 -4,689	-66%	-$1.3M	0.39%	59
2020 Q3	$1.69M	Buy	7,105 +3,251	+84%	+$625K	0.87%	39
2020 Q2	$535K	Buy	+3,854	New	+$471K	0.3%	57

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

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

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

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Shaker Investments's SEDG Position: Q2 2021 in Review

Shaker Investments sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 1,987 shares — an estimated $571K sold.

Shaker Investments first reported a position in SEDG in Q2 2020 and held it in 4 quarters. The position peaked at $1.69M in Q3 2020. 550 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

Shaker Investments reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
Shaker Investments sold 1,987 SolarEdge shares in Q2 2021, an estimated $571K.
Shaker Investments first reported a position in SolarEdge in Q2 2020 and held it in 4 quarters.
Shaker Investments's SolarEdge position peaked at $1.69M in Q3 2020.
550 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on Shaker Investments's 13F filing for Q2 2021, filed 2 Aug 2021.