Stevens Capital Management’s SolarEdge SEDG Stock Holding History

Stevens Capital Management’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 Q3	–	Sell	-2,032	Closed	-$547K	–	329
2023 Q2	$547K	Buy	+2,032	New	+$583K	0.11%	169
2022 Q2	–	Sell	-1,891	Closed	-$610K	–	246
2022 Q1	$610K	Buy	1,891 +851	+82%	+$234K	0.13%	148
2021 Q4	$292K	Buy	+1,040	New	+$328K	0.07%	207
2018 Q4	–	Sell	-7,288	Closed	-$274K	–	888
2018 Q3	$274K	Buy	7,288 +2,275	+45%	+$110K	0.01%	602
2018 Q2	$240K	Buy	+5,013	New	+$278K	0.01%	671

Other funds holding SEDG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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