Silvercrest Asset Management’s SolarEdge SEDG Stock Holding History

Silvercrest Asset 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	-1,676	Closed	-$217K	–	869
2023 Q3	$217K	Buy	1,676 +59	+4%	+$11.3K	﹤0.01%	787
2023 Q2	$435K	Buy	1,617 +638	+65%	+$183K	﹤0.01%	697
2023 Q1	$298K	Sell	979 -26	-3%	-$7.93K	﹤0.01%	722
2022 Q4	$285K	Buy	+1,005	New	+$267K	﹤0.01%	721
2020 Q2	–	Sell	-48,765	Closed	-$3.99M	–	768
2020 Q1	$3.99M	Sell	48,765 -22,976	-32%	-$2.43M	0.04%	318
2019 Q4	$6.82M	Buy	71,741 +14,341	+25%	+$1.23M	0.05%	288
2019 Q3	$4.81M	Buy	+57,400	New	+$4.28M	0.04%	341

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Silvercrest Asset Management's SEDG Position: Q4 2023 in Review

Silvercrest Asset Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,676 shares — an estimated $217K sold.

Silvercrest Asset Management first reported a position in SEDG in Q3 2019 and held it in 7 quarters. The position peaked at $6.82M in Q4 2019. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Silvercrest Asset Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Silvercrest Asset Management sold 1,676 SolarEdge shares in Q4 2023, an estimated $217K.
Silvercrest Asset Management first reported a position in SolarEdge in Q3 2019 and held it in 7 quarters.
Silvercrest Asset Management's SolarEdge position peaked at $6.82M in Q4 2019.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.