SOMRS
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State of Michigan Retirement System’s SolarEdge SEDG Stock Holding History

State of Michigan Retirement System’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
-15,536
Closed -$2.01M – 972
2023
Q3 		$2.01M Hold
15,536
– – 0.01% 585
2023
Q2 		$4.18M Buy
15,536
+200
+1% +$57.4K 0.03% 437
2023
Q1 		$4.66M Buy
15,336
+100
+0.7% +$30.5K 0.03% 406
2022
Q4 		$4.32M Buy
15,236
+200
+1% +$53.1K 0.03% 410
2022
Q3 		$3.48M Buy
15,036
+100
+0.7% +$29.5K 0.03% 444
2022
Q2 		$4.09M Buy
14,936
+1,700
+13% +$465K 0.03% 423
2022
Q1 		$4.27M Buy
13,236
+36
+0.3% +$9.89K 0.02% 436
2021
Q4 		$3.7M Buy
13,200
+128
+1% +$40.4K 0.02% 482
2021
Q3 		$3.47M Hold
13,072
– – 0.02% 477
2021
Q2 		$3.61M Sell
13,072
-6,000
-31% -$1.51M 0.02% 482
2021
Q1 		$5.48M Buy
19,072
+400
+2% +$121K 0.03% 365
2020
Q4 		$5.96M Buy
18,672
+400
+2% +$111K 0.04% 338
2020
Q3 		$4.36M Buy
18,272
+200
+1% +$38.4K 0.03% 350
2020
Q2 		$2.51M Buy
18,072
+4,572
+34% +$559K 0.02% 471
2020
Q1 		$1.1M Sell
13,500
-800
-6% -$84.6K 0.01% 599
2019
Q4 		$1.36M Buy
+14,300
New +$1.22M 0.01% 690

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of Michigan Retirement System's SEDG Position: Q4 2023 in Review

State of Michigan Retirement System sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 15,536 shares — an estimated $2.01M sold.

State of Michigan Retirement System first reported a position in SEDG in Q4 2019 and held it in 16 quarters. The position peaked at $5.96M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • State of Michigan Retirement System reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • State of Michigan Retirement System sold 15,536 SolarEdge shares in Q4 2023, an estimated $2.01M.
  • State of Michigan Retirement System first reported a position in SolarEdge in Q4 2019 and held it in 16 quarters.
  • State of Michigan Retirement System's SolarEdge position peaked at $5.96M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on State of Michigan Retirement System's 13F filing for Q4 2023, filed 23 Jan 2024.