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Stephens Consulting’s SolarEdge SEDG Stock Holding History

Stephens Consulting’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
-11
Closed -$2.55K – 550
2022
Q3 		$2.55K Hold
11
– – ﹤0.01% 470
2022
Q2 		$3.01K Hold
11
– – ﹤0.01% 454
2022
Q1 		$3.55K Hold
11
– – ﹤0.01% 467
2021
Q4 		$3.09K Buy
+11
New +$3.47K ﹤0.01% 560

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Consulting's SEDG Position: Q4 2022 in Review

Stephens Consulting sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 11 shares — an estimated $2.55K sold.

Stephens Consulting first reported a position in SEDG in Q4 2021 and held it in 4 quarters. The position peaked at $3.55K in Q1 2022. 674 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

  • Stephens Consulting reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 11 SolarEdge shares in Q4 2022, an estimated $2.55K.
  • Stephens Consulting first reported a position in SolarEdge in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's SolarEdge position peaked at $3.55K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.