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Steph & Co’s SolarEdge SEDG Stock Holding History

Steph & Co’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
Q2 		– Sell
-395
Closed -$120K – 244
2023
Q1 		$120K Hold
395
– – 0.07% 132
2022
Q4 		$112K Sell
395
-1
-0.3% -$265 0.07% 137
2022
Q3 		$92K Sell
396
-126
-24% -$37.2K 0.06% 131
2022
Q2 		$143K Buy
522
+98
+23% +$26.8K 0.09% 117
2022
Q1 		$137K Sell
424
-39
-8% -$10.7K 0.08% 125
2021
Q4 		$130K Hold
463
– – 0.08% 136
2021
Q3 		$123K Hold
463
– – 0.08% 130
2021
Q2 		$128K Hold
463
– – 0.08% 123
2021
Q1 		$133K Sell
463
-44
-9% -$13.3K 0.09% 123
2020
Q4 		$162K Sell
507
-228
-31% -$63K 0.12% 104
2020
Q3 		$175K Sell
735
-46
-6% -$8.84K 0.16% 70
2020
Q2 		$108K Buy
+781
New +$95.5K 0.11% 114

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steph & Co's SEDG Position: Q2 2023 in Review

Steph & Co sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 395 shares — an estimated $120K sold.

Steph & Co first reported a position in SEDG in Q2 2020 and held it in 12 quarters. The position peaked at $175K in Q3 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • Steph & Co reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • Steph & Co sold 395 SolarEdge shares in Q2 2023, an estimated $120K.
  • Steph & Co first reported a position in SolarEdge in Q2 2020 and held it in 12 quarters.
  • Steph & Co's SolarEdge position peaked at $175K in Q3 2020.
  • 671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Steph & Co's 13F filing for Q2 2023, filed 14 Jul 2023.