Steward Financial Group’s SolarEdge SEDG Stock Holding History

Steward Financial Group’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	-11	Closed	-$3K	–	909
2023 Q1	$3K	Buy	11 +5	+83%	+$1.52K	﹤0.01%	434
2022 Q4	$1K	Buy	+6	New	+$1.59K	﹤0.01%	468
2022 Q3	–	Sell	-9	Closed	-$2K	–	1096
2022 Q2	$2K	Buy	+9	New	+$2.46K	﹤0.01%	605

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Steward Financial Group's SEDG Position: Q2 2023 in Review

Steward Financial Group sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 11 shares — an estimated $3K sold.

Steward Financial Group first reported a position in SEDG in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Steward Financial Group reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 11 SolarEdge shares in Q2 2023, an estimated $3K.
Steward Financial Group first reported a position in SolarEdge in Q2 2022 and held it in 3 quarters.
Steward Financial Group's SolarEdge position peaked at $3K in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.