Smithfield Trust’s SolarEdge SEDG Stock Holding History

Smithfield Trust’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 Q4	–	Sell	-35	Closed	-$1K	–	1074
2024 Q3	$1K	Hold	35	–	–	﹤0.01%	1012
2024 Q2	$1K	Hold	35	–	–	﹤0.01%	988
2024 Q1	$2K	Hold	35	–	–	﹤0.01%	1022
2023 Q4	$3K	Sell	35 -680	-95%	-$61.9K	﹤0.01%	972
2023 Q3	$93K	Buy	715 +263	+58%	+$50.5K	0.01%	431
2023 Q2	$121K	Hold	452	–	–	0.01%	389
2023 Q1	$138K	Hold	452	–	–	0.01%	357
2022 Q4	$128K	Sell	452 -19	-4%	-$5.04K	0.01%	359
2022 Q3	$109K	Hold	471	–	–	0.01%	376
2022 Q2	$129K	Hold	471	–	–	0.01%	361
2022 Q1	$151K	Hold	471	–	–	0.01%	357
2021 Q4	$132K	Buy	471 +19	+4%	+$6K	0.01%	401
2021 Q3	$120K	Hold	452	–	–	0.01%	403
2021 Q2	$125K	Buy	452 +417	+1,191%	+$105K	0.01%	394
2021 Q1	$10K	Hold	35	–	–	﹤0.01%	848
2020 Q4	$11K	Hold	35	–	–	﹤0.01%	795
2020 Q3	$8K	Buy	+35	New	+$6.73K	﹤0.01%	824

Other funds holding SEDG

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Smithfield Trust's SEDG Position: Q4 2024 in Review

Smithfield Trust sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 35 shares — an estimated $1K sold.

Smithfield Trust first reported a position in SEDG in Q3 2020 and held it in 17 quarters. The position peaked at $151K in Q1 2022. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

Smithfield Trust reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
Smithfield Trust sold 35 SolarEdge shares in Q4 2024, an estimated $1K.
Smithfield Trust first reported a position in SolarEdge in Q3 2020 and held it in 17 quarters.
Smithfield Trust's SolarEdge position peaked at $151K in Q1 2022.
280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Smithfield Trust's 13F filing for Q4 2024, filed 6 Feb 2025.