Stephens Inc’s SolarEdge SEDG Stock Holding History

Stephens Inc’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
2021 Q1	–	Sell	-1,100	Closed	-$351K	–	1346
2020 Q4	$351K	Sell	1,100 -129	-10%	-$35.7K	0.01%	879
2020 Q3	$293K	Sell	1,229 -1,044	-46%	-$201K	0.01%	880
2020 Q2	$315K	Buy	+2,273	New	+$278K	0.01%	825
2020 Q1	–	Sell	-3,037	Closed	-$289K	–	1190
2019 Q4	$289K	Buy	+3,037	New	+$260K	0.01%	886

Other funds holding SEDG

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Stephens Inc's SEDG Position: Q1 2021 in Review

Stephens Inc sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 1,100 shares — an estimated $351K sold.

Stephens Inc first reported a position in SEDG in Q4 2019 and held it in 4 quarters. The position peaked at $351K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

Stephens Inc reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
Stephens Inc sold 1,100 SolarEdge shares in Q1 2021, an estimated $351K.
Stephens Inc first reported a position in SolarEdge in Q4 2019 and held it in 4 quarters.
Stephens Inc's SolarEdge position peaked at $351K in Q4 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Stephens Inc's 13F filing for Q1 2021, filed 14 May 2021.