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Sugarloaf Wealth Management’s SolarEdge SEDG Stock Holding History

Sugarloaf Wealth 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
2022
Q3 		– Sell
-25
Closed -$7K – 879
2022
Q2 		$7K Buy
+25
New +$6.84K ﹤0.01% 570

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JP Morgan Chase
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PAMS
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Swedbank
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Invesco
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Schroder Investment Management Group
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William Blair Investment Management
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Sugarloaf Wealth Management's SEDG Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 25 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in SEDG in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 25 SolarEdge shares in Q3 2022, an estimated $7K.
  • Sugarloaf Wealth Management first reported a position in SolarEdge in Q2 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's SolarEdge position peaked at $7K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.