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Shelton Capital Management’s SolarEdge SEDG Stock Holding History

Shelton Capital 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
2024
Q3 		– Sell
-15,739
Closed -$398K – 769
2024
Q2 		$398K Hold
15,739
– – 0.01% 387
2024
Q1 		$1.12M Sell
15,739
-141
-0.9% -$10.2K 0.03% 276
2023
Q4 		$1.49M Buy
15,880
+2,411
+18% +$219K 0.05% 254
2023
Q3 		$1.74M Hold
13,469
– – 0.06% 241
2023
Q2 		$3.62M Hold
13,469
– – 0.13% 167
2023
Q1 		$4.09M Buy
13,469
+5,334
+66% +$1.63M 0.17% 131
2022
Q4 		$2.3M Sell
8,135
-334
-4% -$88.6K 0.24% 146
2022
Q3 		$1.96M Sell
8,469
-365
-4% -$108K 0.09% 199
2022
Q2 		$2.42M Hold
8,834
– – 0.11% 191
2022
Q1 		$2.85M Sell
8,834
-2,436
-22% -$669K 0.11% 194
2021
Q4 		$3.16M Sell
11,270
-62
-0.5% -$19.6K 0.11% 191
2021
Q3 		$3M Hold
11,332
– – 0.12% 186
2021
Q2 		$3.13M Hold
11,332
– – 0.12% 190
2021
Q1 		$3.26M Hold
11,332
– – 0.11% 175
2020
Q4 		$3.62M Hold
11,332
– – 0.16% 131
2020
Q3 		$2.7M Hold
11,332
– – 0.11% 203
2020
Q2 		$1.57M Sell
11,332
-228
-2% -$27.9K 0.09% 204
2020
Q1 		$947K Hold
11,560
– – 0.07% 226
2019
Q4 		$1.1M Buy
11,560
+2,049
+22% +$175K 0.06% 231
2019
Q3 		$796K Hold
9,511
– – 0.05% 251
2019
Q2 		$594K Buy
9,511
+9,153
+2,557% +$462K 0.03% 303
2019
Q1 		$9.51K Sell
358
-9,153
-96% -$366K 0.04% 413
2018
Q4 		$334K Buy
9,511
+518
+6% +$19.8K 0.02% 430
2018
Q3 		$339K Buy
+8,993
New +$433K 0.02% 527

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Shelton Capital Management's SEDG Position: Q3 2024 in Review

Shelton Capital Management sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 15,739 shares — an estimated $398K sold.

Shelton Capital Management first reported a position in SEDG in Q3 2018 and held it in 24 quarters. The position peaked at $4.09M in Q1 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • Shelton Capital Management reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
  • Shelton Capital Management sold 15,739 SolarEdge shares in Q3 2024, an estimated $398K.
  • Shelton Capital Management first reported a position in SolarEdge in Q3 2018 and held it in 24 quarters.
  • Shelton Capital Management's SolarEdge position peaked at $4.09M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Shelton Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.