Spirit of America Management Corp’s SolarEdge SEDG Stock Holding History

Spirit of America Management Corp’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
2022 Q4	–	Sell	-800	Closed	-$185K	–	233
2022 Q3	$185K	Sell	800 -100	-11%	-$29.5K	0.04%	193
2022 Q2	$246K	Hold	900	–	–	0.06%	186
2022 Q1	$290K	Sell	900 -300	-25%	-$82.4K	0.06%	185
2021 Q4	$337K	Sell	1,200 -100	-8%	-$31.6K	0.07%	176
2021 Q3	$345K	Hold	1,300	–	–	0.07%	179
2021 Q2	$359K	Hold	1,300	–	–	0.08%	171
2021 Q1	$374K	Hold	1,300	–	–	0.09%	162
2020 Q4	$415K	Buy	1,300 +800	+160%	+$221K	0.1%	151
2020 Q3	$119K	Hold	500	–	–	0.03%	198
2020 Q2	$69K	Buy	500 +250	+100%	+$30.6K	0.02%	204
2020 Q1	$20K	Buy	+250	New	+$26.4K	0.01%	221

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spirit of America Management Corp's SEDG Position: Q4 2022 in Review

Spirit of America Management Corp sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 800 shares — an estimated $185K sold.

Spirit of America Management Corp first reported a position in SEDG in Q1 2020 and held it in 11 quarters. The position peaked at $415K in Q4 2020. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Spirit of America Management Corp reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Spirit of America Management Corp sold 800 SolarEdge shares in Q4 2022, an estimated $185K.
Spirit of America Management Corp first reported a position in SolarEdge in Q1 2020 and held it in 11 quarters.
Spirit of America Management Corp's SolarEdge position peaked at $415K in Q4 2020.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Spirit of America Management Corp's 13F filing for Q4 2022, filed 18 Jan 2023.